How to Setup some Tricky Stuff
Apr 5, 2018 8:13 AM
I am really enjoying this as it is helping me greatly (my first dive into CRM).
I have 2 issues I want to know how I can do it in order to get more out of hubspot:
1. How to add SEARCHABLE FIELDS
I want to add 2 or 3 searchable fields to the offline contact registration form, Meaning that data I input here can appear in results when i search from the search bar.
Presently, I think its only the Name, Phone number and Email that is searchable.
2. How to tie Offline Contacts to track future visits
I noticed that contacts that filled out forms on my website and got registered into my CRM automatically are tracked in their future visits. But so far, I cant tell when my offline registered contacts re-visit my website.
Is there a way I can tie the offline registered contacts so i know when they re-visit my website?
BTW, I am using a wordpress website with hubspot free (for now)