Tips, Tricks & Best Practices

HLevin69
Participante

Setting up Companies' Contact's Properties

resolver

Hi, 
We chose Hubspot free version as we are just starting up.  HS appears amazing but we're having challenges in setting up. 
We have 30 Services/Products that we'd like to add as a "checklist property" in Companies Contacts Properties. 
Can anyone help? We need a step-by-step.
Appreciated,
Thanks,
HLevin

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1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Setting up Companies' Contact's Properties

resolver

Hi @HLevin69,

 

I recorded a short step by step video here.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Setting up Companies' Contact's Properties

resolver

Hi @HLevin69,

 

I recorded a short step by step video here.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

HLevin69
Participante

Setting up Companies' Contact's Properties

resolver

Thank you. Much appreciated!

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