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AMa4
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Member since ‎Apr 14, 2021
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AMa4 on June 01, 2021
Automated or manual CRM backups
Does anyone know how to set periodic, automated backups? Or manual? Thinking what if something happened and I needed the entire database of companies, contacts, deals, tasks etc.
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1 upvote
6 Replies
Solved
AMa4 on April 14, 2021
Importing database companies and contacts
Heya! Just joined Hubspot on the free account to give this CRM a whirl. 😎 I have a TON of database exports and .xlsx lists. I read a ton of tutorials and have figured I have to organize the sheet by name, company domain name, first name, read more
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1 upvote
5 Replies
AMa4
Member
April 15, 2021
Hi @karstenkoehler , and the second contact note structure would be: first name, last name, email, note body? Unique identifier?
Solved
AMa4 on April 14, 2021
Importing database companies and contacts
Heya! Just joined Hubspot on the free account to give this CRM a whirl. 😎 I have a TON of database exports and .xlsx lists. I read a ton of tutorials and have figured I have to organize the sheet by name, company domain name, first name, read more
Reply Discussion Free
1 upvote
5 Replies
AMa4
Member
April 15, 2021
Hi @karstenkoehler , and the second contact note structure would be: first name, last name, email, note body? Unique identifier?
Solved
AMa4 on April 14, 2021
Importing database companies and contacts
Heya! Just joined Hubspot on the free account to give this CRM a whirl. 😎 I have a TON of database exports and .xlsx lists. I read a ton of tutorials and have figured I have to organize the sheet by name, company domain name, first name, read more
Reply Discussion Free
1 upvote
5 Replies
AMa4
Member
April 15, 2021
Hi @karstenkoehler , and the second contact note structure would be: first name, last name, email, note body? Unique identifier?
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