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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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AMa4
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April 15, 2021
Reply to Importing database companies and contacts
Hi @karstenkoehler , and the second contact note structure would be: first name, last name, email, note body? Unique identifier?
AMa4
Member
April 15, 2021
Reply to Importing database companies and contacts
Thanks so much for your help! So If I am understanding you correctly... The unique identifier is just 1 through however many companies I have, bu...read more
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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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