ClaimDOC Knowledge Base

Back to home

ClaimDOC Knowledge Base

HubSpot

HubSpot

This category covers HubSpot.

Get Started

Deals Data Rules

Company Data Rules

Type Definitions

Logging into Hubspot

Changing/Updating Contact Properties

Contact Data Rules

Change Profile Picture

See more

CRM

Filter Brokers by State or other values

Assigning Company Types

Archiving/Deleting Contacts

Manually log a call, note, email, or meeting on a record

Create Saved Views/Lists of Contacts

See more

Sales

Utilizing Hubspot Sales Tools

Receive a Summary of Your Tasks

Associating Companies

60+ Day No-Call List and 30+ Day VM/NA

Create Tasks

Filter Tasks

Reconnect Outlook to HubSpot

See more

Email/Sequences

Download and Send Files From Teams

Track and log emails with Hubspot Sales Outlook Desktop add-in

Making Sure Outlook & Hubspot Are Logging/Tracking Properly

Edit Meeting in Town Template

In-Line / Quick Editing Contacts

Sending a Sequence or Enroll Contacts in a Sequence

Dynamic Sequences ('Drip Campaigns')

See more

Deals

Create Deals

View/Edit a Deal Record