I currently am trying to import my excel spreadsheet.
I have columns detailing how much each client spent each inidivdual year for the last several years and I am not sure what those columns should be reffered to as while I am uploading my excel spreadsheet. Is there anyone who can help a noob get acquainted to the hubspot community?
You can create custom fields in HubSpot - name the fields the same as the column titles on your Excel sheet and when importing you simply map the Excel column titles to the custom fields in HubSpot.
You can create custom fields in HubSpot - name the fields the same as the column titles on your Excel sheet and when importing you simply map the Excel column titles to the custom fields in HubSpot.