Welcome to our comprehensive guide on organizing and managing contact properties on HubSpot. Effectively organizing your contact properties is essential for maintaining a well-structured CRM and delivering personalized experiences to your customers. In this guide, we'll walk you through the best practices to optimize your contact management.
Accessing the Contacts Interface
Click on 'Contacts' in the main menu.
Select 'Contacts' from the dropdown menu.
Understanding the Main Contact Listing Area
Familiarize yourself with the layout, including columns of data and contact organization.
Customize your columns by clicking on 'Edit Columns'.
Add or remove fields as needed, keeping in mind that changes will only be visible to you.
Explore additional options such as editing properties, managing duplicates, and restoring contacts.
Select one or more contacts to access options like assignment, editing, deletion, and creating task reminders.
Use filters for quick one-time segmentation of contacts.
Apply a saved filter or create a custom filter by clicking 'Add Filter' and selecting a contact property.
Export your data to an Excel spreadsheet for further manipulation.
Viewing an Individual Contact
Access communication tools, activity history, contact properties, and associated objects.
Creating and Managing Lists
Click on 'Contacts' and then select 'Lists'.
Familiarize yourself with the layout, including folders and list organization.
Create a new folder by clicking 'Create Folder'.
Click 'Create List' to start a new list and choose between contact-based or company-based.
Decide whether to create an active list or a static list.
Give your list a name and set up filters to include desired contacts.
Congratulations! You have successfully learned how to organize and manage contact properties on HubSpot. With a well-structured CRM, you can now segment and target your audience with precision, providing them with tailored experiences that drive engagement and loyalty. Continuously review and optimize your contact properties to stay ahead in delivering exceptional customer relationships. Happy organizing!