Create reports with the custom report builder (BETA) By James Roberts The ability to create custom build report templates which present an analysis of specific quantitative and qualitative data is key to progressing your business's efficiency.
Keeping Your CRM Clean By Paul Jackson Do you remember having, or you may still have, a physical address book for your friends and family? When you looked at it last did you think ‘this is a bit messy’, people move houses and change phone numbers, the same is true for your...
Quick hide! Exclude your traffic from site analytics By James Roberts How many times do you visit your website? Once a day? More? Each time you land on your website, HubSpot will track that as a visit. So, take that and duplicate it by everyone in your team or business, do your website stats still look...
Invite the whole team to HubSpot By James Roberts A company is at its best when all the elements work seamlessly together. The same is true of a CRM. The more users updating information to keep it up to date, the better able you are to understand how your business is faring, and where...
What is a Lifecycle Stage? By James Roberts All your contacts have a lifecycle stage applied to them (or they at least should). Knowing where a specific contact is in your processes, allows you to understand better how to handle them, and know which part of the process they are.
