HubSpot CRM: Best Practices and Pro TipsSOLVE
Feb 14, 2017 4:39 AM
I created this article a few months ago around the HubSpot CRM - I hope that you'll find it useful!
Please do let me know if you have any feedback or if there's anything that you do in the HubSpot CRM which should be included.
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Feb 20, 2017 10:37 AM
Here's a really useful guide for creating custom views in the CRM:
To filter by action you'd need to create a custom property. Call it something memorable like 'next action' and then create a few drop down options to choose from. These should make sense to you and reflect your sales process.
You can choose to update this property manually when looking at the contact records or use the marketing side of HubSpot - if you have it - to create a series of workflows, which will update the property for you automatically based on time passed or another action taken.
Then, once you've set that up, you can choose to filter by that custom property in the CRM and sort your contacts that way!
I hope that makes sense! Let me know if you need any further help 🙂