Tips, Tricks & Best Practices

HLevin69
Participant

Setting up Companies' Contact's Properties

Résolue

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 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Setting up Companies' Contact's Properties

Résolue

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.

Voir la solution dans l'envoi d'origine

2 Réponses
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Setting up Companies' Contact's Properties

Résolue

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
Participant

Setting up Companies' Contact's Properties

Résolue

Thank you. Much appreciated!

0 Votes