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davidculton
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davidculton on July 31, 2018
How to set contact priority
Still ramping up with Hubspot CRM, so much to learn. I want to create some finer ways to filter contacts than the defaults, but noticed that an exsiting field may help; Contact Priority. It seems to have some default choices: Tier 1, 2, 3, etc. that read more
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davidculton
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July 31, 2018
Reply to How do things get tagged Needs Action or Needs Followup?
Thanks...took some doing -- first, there was no save button when creating a filter, just update, then after I saved the filter (it was a subset of Op...read more
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davidculton on July 30, 2018
How do things get tagged Needs Action or Needs Followup?
I'm new to Hubspot CRM and must admit that so far I'm finding it one of the most user-unfriendly pieces of software I've used in a long time. I want to identify and track a subset of my contacts that I'm focusing on for business development. I love read more
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