HubSpot for Admins HubSpot for Admins HubSpot for Admins HubSpot for Admins
Updated Jan 3, 2024 10 entries
HubSpot for Admins
Stay in-the-know!
Subscribe to receive the latest from this playlist and the brands and creators featured.
HubSpot Marketing Emails vs Sales Emails

What's the difference between marketing and sales emails in HubSpot? The biggest difference between HubSpot marketing and sales emails is the way you distribute them. We reveal how to get the most out of HubSpot emails, when sending bulk emails in HubSpot makes sense, and how to take advantage of HubSpot sales follow-up emails.

Using HubSpot Subscription Types

Want to know more about HubSpot subscription types? You can use HubSpot email subscriptions to segment which customers receive specific information from your business. In this video, we'll take a closer look at HubSpot subscription plans and how to use or create different subscription types.

How to Use Forecasting Tools in HubSpot

Are you having trouble predicting future revenues for your sales pipelines? HubSpot's forecasting tool is exactly what you need. Now you'll be able to keep up with tracking your revenue goals and set realistic marks moving forward.

This tool has a lot of opportunity for customization based on what you're hoping to track or predict. In this video, we'll walk you through all of it.

In this video we'll cover:
- The two ways to do forecasting in HubSpot
- How to set goals
- How to create categories

How to Use HubSpot Deal Weights and Probability

Take the guesswork out of finding the probability or weight for each stage of a new deal pipeline in HubSpot. The more accurate your probability is, the more accurate your forecasting can be. In this video, we'll show you how to use HubSpot reports to get the most accurate data for your deal funnel.

In this video we'll cover:
- How to setup sales pipelines in HubSot
- Best practices for using the HubSpot deal funnel report to get accurate data
- How to update data on existing pipelines
- Why you'd want weights and percentages to be accurate for forecasting

How to Create Custom Analytics Views in HubSpot

In this video we'll cover:
- How to find traffic analytics reports and what you get out of them
- How to set up custom analytics views to track specific data
- The importance of creating custom analytics views sooner rather than later

Using HubSpot to Create and Manage a Knowledge Base

A great knowledge base lets you educate customers, answer questions, provide support, and improve customer success. But how exactly does this work in HubSpot?

Let's show you!

If you're already using HubSpot for sales and marketing, setting up a knowledge base in HubSpot using the Service Pro or Service Enterprise Hub is an easy and straightforward way to bring this all together.

In this HubSpot Knowledge Base Feature Demo, we'll cover:

How to Enroll in HubSpot Betas to Get Early Access to New Features

In this short video, we'll show you how to see what product updates are available for your portal and how to opt your HubSpot account into a beta feature, and how to unenroll in a beta feature if you've decided it's not for you or your team.

How to Quickly Add New Users to HubSpot

Want to add a new user to HubSpot? This quick video will show you how. Plus, we'll touch on user roles, user permissions, and how to set or assign a Hubspot super admin role.

How to Export Contacts in HubSpot (key updates for 2022)

Do you need to pull your data out of HubSpot? There's a simple way to do that, BUT it can be tough to find. In this video, we'll show you exactly where and how to export contacts in HubSpot.

In this video we'll cover:
- How to export contacts in HubSpot
- How to set up your export view
- How to find audit reports of exports

How to Import Contacts in HubSpot (key updates for 2022)

Do you have a spreadsheet of contacts you want to upload to your HubSpot CRM contact database? Or maybe you're porting data over from another CRM? Importing can seem straightforward, but it's riddled with little obstacles if you're not careful.

In this video, you'll learn how to easily import contacts to HubSpot, along with how to format your spreadsheet, what Contact ID means when it comes to preventing duplicates, and how to easily view the previous import history.

More Playlists from HubSpot Hacks
HubSpot Integrations HubSpot Integrations
Get More Out of HubSpot Get More Out of HubSpot