1. How to Create a HubSpot Dashboard?

Steps involved in creating a HubSpot dashboard include:

• Log in to your HubSpot CRM account and go to Reports > Dashboards.
• Click Create dashboard.
• Choose any  of the following options from the HubSpot dashboard library, you’re directed to:
  • Select a pre-made dashboard template:
    • Select the type of dashboard templates.
    • Review the prescribed reports in the right panel. Clear the checkboxes to remove the reports that you don’t want to include in your dashboard.
    • Click Next.
  • Select Blank Dashboard to create a blank dashboard with no graph reports.

• Enter a name for the dashboard.
• Select from the visibility options who can have the access to the dashboard:
  • Private to owner
  • Everyone
    • View and edit
    • View only
  • Only specific users and teams (Enterprise only)
• Once done, click Create dashboard.

2. Steps to Manage HubSpot Dashboards

HubSpot offers many options to work and manage dashboards with ease like changing the owner, setting a default owner, or even deleting dashboards.

• Go to Reports > Dashboards.
• Click the dashboard dropdown menu and select Manage dashboards.

2.1. Steps to Change Ownership, Set Default, or Delete HubSpot Dashboard

• Hover over the dashboard you want to make changes to and click the Actions dropdown menu. Select an option: 
  • Clone: click clone to clone the dashboard.
  • Change name and owner: click the Dashboard details. In the left panel, you can change the dashboard name. Click the dropdown Dashboard Owner and select the new owner.
  • Set the default dashboard: Click Set default. This dashboard will be displayed when you go to Reports > Dashboards.
  • Delete dashboard: Click Delete. In the new box, if you also want to delete all the reports of the dashboard, clear the checkbox Also delete all the reports in this dashboard. Click Delete dashboard.

2.2. Steps to Bulk Delete HubSpot Dashboards

• Select the checkboxes next to the dashboard’s name you want to delete. 
• Click Delete in the table header.
• In the new box, if you also want to delete all the reports of the dashboard, select the checkbox Also delete all the reports in this dashboard. 
• Click Delete dashboard.

2.3. Steps to Manage Access Permissions on your HubSpot Dashboards

• In the upper right of the dashboard next to Assigned, click the current assignment permission, then click Edit access.

• Set the user access to the dashboard:
  • Private to owner
  • Everyone
    • View and edit
    • View only
  • Only specific users and teams (Enterprise only)
• Click Save.

3. How to View Activity in the HubSpot Dashboards?

Sharing dashboard access with multiple users can sometimes make it hard to analyze who made the changes and when. Therefore, HubSpot resolves this issue too by sharing the activity logs of each user. This implies that any change made to the dashboard is logged with the user details, time of edits, etc. 

• Go to Reports > Dashboards.
• Select the dashboard name, click the Actions dropdown menu from the upper right corner, and select Activity log.
• In the new box, you can see the changes made on the dashboard, the names of the users who made the changes, and the timestamps of each change.

The post How to Create and Manage HubSpot Dashboard? appeared first on MakeWebBetter Support.

To check user permissions in your LinkedIn Ads account, follow the steps below:

• Navigate to the Campaign Manager. 
• Select your LinkedIn Ads account.
• Select Manage access.

To Connect LinkedIn Ads to HubSpot, follow the steps directed below:

• • Navigate to HubSpot settings
  • Click Marketing > Ads
  • Click Connect account
  • Select LinkedIn

• Log into your

LinkedIn ads account

• Allow the permissions and ensure to enable the Lead Syncing option in order to automatically sync the leads captured from lead forms straight into HubSpot CRM.

The post How to Connect/Install LinkedIn Ads to HubSpot? appeared first on MakeWebBetter Support.

Original source drill-down is basically the analytics properties that are available in every contact record of HubSpot in two variants – 

• Original Source Drill-down 1
• Original Source Drill-down 2

Note: The values of drill-down 1 and drill-down 2 vary based on the original source property.

The post How does an “Original Source Drill-Down” Works in HubSpot? appeared first on MakeWebBetter Support.

You can login to HubSpot in either of the following ways – 

1. Using traditional email and password to sign in
2. Sign in with Google
3. Single sign-on for Enterprise account

Note: If you have SSO turned on, you’ll be automatically signed out of your HubSpot account after 24 hours of inactivity.

2. Forgot Password?

In case you’re using the traditional email and password approach, and have forgotten your HubSpot login password, you can recover it by following the steps below:

• Click “Forgot my password” on the login page. A password reset email will be sent to your registered email id.
• Go to the password reset email received in your inbox and follow the instructions mentioned there to set a new password. 

3. Invalid Identity or Device?

HubSpot is a very secure platform and you might face difficulty with HubSpot login using just any random device. You need to ensure that the device you’re using is safe by confirming your identity. You can do so by selecting “confirm your identity with email verification code” when prompted on your screen. 

Note: This identity verification code is different from the two-factor authentication confirmation code.

4. Troubleshooting HubSpot Login

If you’re still unable to complete successful HubSpot login, try troubleshooting by following the steps below:

• Check your browser support with HubSpot
• Check the email address you’re using for HubSpot login.
• Verify if your account is active or deactivated.
• Clear the cache and cookies in your browser and retry.
• Check status.hubspot.com to see if there’s any known login issue.
• Check your network connectivity or try logging in from a different network.
• Enable third-party cookies in your Chrome settings:
  • In the upper right of your Chrome browser, click the three vertical dots, then select Settings.
  • In the Privacy and Security section, click Cookies and other site data.
  • Ensure that Allow all cookies are selected.

Try to log in to HubSpot again. If you’re unable to log in after following the steps above, submit your information to the HubSpot support team through the form below.

Note: You can only log in to HubSpot if you’re a HubSpot customer, a trial user, or a free user. This access is not for email or resource subscribers.

The post Why Can’t I Login to HubSpot? appeared first on MakeWebBetter Support.

HubSpot CRM also provides an email signature generator tool. You can easily create an email signature when sending emails through the CRM using your HubSpot user profile.

To create an email signature in HubSpot CRM, follow the steps below:

• In your HubSpot CRM account, go to the settings in the main navigation bar.
• In the left sidebar menu, go to General.
• Click on the Email tab. 
• Next, in the Configure section, click Edit email signature.
• Enter your signature in the text box. In the Simple editor, use the icons to format the text, insert a link, or insert an image. Or, click HTML and edit the HTML of your signature.
• Click Save to continue. 

Important: If you want to customize the font of your HubSpot email signature, you can use the face attribute in a font tag in the HTML editor but be aware that many fonts are not supported across email clients. 

Please Note: If you’re using the conversations inbox to send emails from a team email address, learn how to edit your team email signature. 

The post How to Add an Email Signature in HubSpot CRM? appeared first on MakeWebBetter Support.

• Contacts
• Company
• Deals
• Ticket Records
• Email Templates
• Chat Conversation
• Logging Activity
• Creating Notes

1. How to Create a Snippet in HubSpot?

To create HubSpot snippets, follow the instructions listed below – 

• Login to your HubSpot account.
• Go to Conversations > Snippets.
•  Click Create snippet in the upper right corner.
• A New Snippet window will open.

• Enter a name in the Internal name field.
• Enter the body of your snippet in the Snippet text.
• Use formatting options to format the text at the bottom of the Snippet text section.
• Enter a name for the snippet shortcut in the Shortcut section. You can use this shortcut to insert the snippet in a record, email template, live chat conversation, or logging activity.
• Click Save snippet after creating the snippet.

Note: Creating a snippet with curly brackets instead of personalization tokens causes issues with HubSpot’s template rendering service. Remove any curly brackets to save the snippet.

1.1 Save HubSpot Snippets in Folder

To save or organize your snippets, you can create folders for the same. Follow the steps below to create folders to organize your HubSpot snippets. 

• On the Snippets dashboard, click New folder.
• In the dialog box, enter a name for your folder, then click Add folder.

• To move a snippet into a folder, hover over the snippet and click the More dropdown menu, then select Move. Select a folder to move the snippet to, then click Move.

2. How to Use Snippets in HubSpot?

You can use snippets in HubSpot to leave notes about leads in the CRM or to extract critical information while writing an email to a prospect. You can even use snippets to pull a quick response during a live chat conversation with a prospect or a client. 

There are many other activities that you can use Snippets for. To create and use the snippets, you can follow either of the two ways mentioned below:

• Type the # symbol into the text editor. Start typing the snippet shortcut, then select the snippet from the dropdown menu. The snippet will automatically populate in the text editor.

• At the bottom of the text editor, click the snippets icon, then select a snippet from the dropdown menu.

Note: If you used personalization tokens in your snippet, these tokens will only populate when you use the snippet on the Email tab of a contact, company, deal, or ticket record. 

The post How to Create Snippets in HubSpot? appeared first on MakeWebBetter Support.

1. Steps to Merge Contacts in HubSpot

To merge contacts in HubSpot CRM, follow the steps below:

• Login to your HubSpot account, and go to Contacts > Contacts.
• Click the contact name that will be kept as your primary contact. (Note: The contact you select first is referred to as the primary contact.)
• Click the Actions dropdown menu and select Merge.  

• A dialog box will appear next. Click the dropdown menu and search for the contact to merge into the primary contact. Once you’ve selected your secondary contact, click Merge. 

Note: The email address of the secondary contact will be added to the resulting contact as a second email address when you merge contacts in HubSpot.

• It might take upto 30 minutes for the merging process to completely sync all the activities of the two records. You’ll be notified once the merge is complete.

2. Result of Merging Two Contact Records: 

With merge contacts in HubSpot CRM, the user also has the option to merge two contact records. To do so, follow the steps mentioned below: 

• The contact record selected first for the Merge will be the primary contact. 
• The recent values from either of the contact record merged will be the attending values on the resulting contact record. 
• The history of property values from both contact records will be the property history of the consequent contact record.
• The resulting contact record will have a combination of timeline activity from both the contact records.   
• A merge event will be added to the activity of the resulting contact record.

The post How to Merge Contacts in HubSpot? appeared first on MakeWebBetter Support.

HubSpot reporting feature, thus, provides you with eight styles or types of HubSpot graphs and charts that you can select and add to your reports, easily. Moreover, it also supports three additional chart styles to cover your specific data requirements. With HubSpot reporting, you can generate reports like – 

• HubSpot combination report,
• HubSpot productivity report,
• HubSpot sales reporting,
• HubSpot marketing reporting,
• Customized reports, etc.

1. Bar 

A bar graph is used to highlight the comparison of multiple metrics with each other. For example, you can compare how multiple ebooks performed against each other. In the custom report builder, this type of chart is called a horizontal bar chart.

2. Column

A column graph highlights how multiple metrics compare to each other. For example, you can see how many contacts you generated from different marketing channels. If you have a large amount of data, a column chart may be a better option than a bar chart. In the custom report builder, this type of chart is called a vertical bar chart.

3. Line

A line graph is used when you want to show the growth of a metric over time. For example, use a line graph to display the growth of your contacts over time.

4. Area

An area graph of HubSpot graphs is used to show multiple data sets and their relative growth over time in comparison to each other. You can see how each data set grew individually, but also how they added to your metrics as a whole.

5. Donut

A donut chart is used when you want to display a metric breakdown. For example, use a donut chart to see a breakdown of your total contacts by lifecycle stage.

6. Pie

A pie chart is used in the same manner as donut charts. They help to display a breakdown of a metric. For example, use a pie chart to see a breakdown of your total contacts by lifecycle stage. A pie chart will display a maximum of 25 sections at a time.

7. Summary 

The summary graph gives you a quick snapshot of your data by displaying exact metrics. For example, if you want to keep track of how many calls, emails, or meetings your sales reps have placed during a given time period, you can set up an engagement report using the count of engagements and type.

8. Table 

A table graph variation of HubSpot graphs displays your data when it is important to see exact numbers for multiple metrics together, and not just general trends. For example, use a table to see the number of deals by the deal owner, along with the average days to close.

9. Combination

A combination chart is used to compare different metrics in the exact visualization. A combination chart consists of two Y-axes visualized with a bar chart and a superimposed line chart. For example, use a combination chart to compare website sessions and average session length.

10. Pivot table

In the custom report builder, the pivot tables are used to group, compare, and summarize larger sets of data. When using pivot tables you can have up to four properties in both the rows and columns sections. For example, use a pivot table to compare the count of page views and the count of deals by lifecycle stage of contacts who became leads starting from January 2020.

To view subtotals in your report, click Chart settings, then select the Show subtotals checkbox.

11. Scatter plot

A scatter plot chart type option is available in HubSpot’s custom report builder. You can select and use the scatter plots for viewing relationships between data across multiple variables instead of just the x-axis and y-axis. Scatter plots can highlight trends, clusters, patterns, and relationships between numeric data. For example, you could create a scatter plot to report on whether or not providing a larger discount leads to great profit.

In scatter plot charts, you can only add measures and date-based fields to the X- and Y-axes. Any field you add to these axes will be converted to a measure automatically. Learn more about dimensions versus measures.

Overall, HubSpot graphs and reporting give you a free hand to build customized reports using either one or a combination of more than one chart type to derive accurate and effective information from your website’s data. Hence, giving you ample opportunities to leverage that information for better growth. 

The post How one should Use Different Chart Types in HubSpot Graph Reports appeared first on MakeWebBetter Support.

Note: To create and edit the deal pipeline and stages, you must have access to the Edit property settings and the admin permissions to the HubSpot account.

1. How to Create a Pipeline in HubSpot?

Note: There is a different limit for each subscription pack to create a sales pipeline in HubSpot. 

• Go to the Settings icon in tha main navigation bar of your HubSpot account.
• Navigate to Objects > Deals.
• Click the Pipelines tab.
• Click the Select a pipeline dropdown menu, then select Create pipeline.

• Enter a Pipeline name and click Create.

Your Sales pipeline is successfully created in HubSpot CRM.

2. How to Edit or Delete Deal Pipelines?

You can perform multiple actions with deal pipelines in HubSpot like rename, reorder, manage access, and delete pipelines. 

Note: A new pipeline will automatically be created and added to your HubSpot account if you connect your account with any eCommerce integration. Also, you have no permission to edit or delete this pipeline. 

• Click the settings icon in the main navigation bar of your HubSpot account.
• Go to Objects > Deals.
• Click the Pipelines tab.
• Click the Select a pipeline dropdown menu to select a pipeline.
• Click the Actions dropdown menu on the right and select one of the following:

Perform the desired action in the pipeline and save your settings. 

3. Edit Deal Stages and Deal Stage Properties

You can use deal stages to categorize and track the progress of your ongoing deals in HubSpot. Each deal stage has an associated probability that indicates the likelihood of closing deals marked with that deal stage.

By default, HubSpot includes a sales pipeline with seven deal stages:

• Appointment scheduled (20%)
• Qualified to buy (40%)
• Presentation scheduled (60%)
• Decision makers bought in (80%)
• Contract sent (90%)
• Closed won (100% Won)
• Closed lost (0% Lost) 

To edit or customize the deal stages in a sales pipeline, follow the steps below:

• Select the pipeline you want to edit following the steps mentioned above.
• To add a new deal stage:
  • Under the existing deal stages, select + Add a deal stage.
  • Enter a deal stage name, then go to the dropdown menu in the Deal probability column and select or enter a probability.
• To reorder stages, click the stage and drag it to a new position.
• To view the internal name for a deal stage, hover over the stage and click the code icon. The internal name is used by integrations and the API.
• To delete a stage, hover over a stage and click Delete. If there are deals in the stage you’re deleting, you’ll be prompted to move these existing deals to another stage.
  • Click the Choose a deal stage dropdown menu to select the new deal stage the deals should be moved to. 
  • Click Move deals and delete stage to confirm.

• To customize the deal properties presented to users when a deal moves to a specific stage:
  • In the row of the stage, hover over the Update stage properties column and click Edit properties.
  • In the dialog box, select the checkboxes next to any new properties you want to appear.
  • To require a value for a property, select the checkbox in the Required column (Sales Hub Professional or Enterprise only).
  • To reorder the properties, click and drag them to a new position.
  • To remove a selected property, click the X next to that property in the Selected Properties column.
  • Once you’ve selected your properties, click Next.

• Once you’re done editing, click Save in the bottom left.

You can also automate tasks on deal stages when editing or creating a sales pipeline.

The post How to Create Sales Pipeline and Custom Deal Stages in HubSpot? appeared first on MakeWebBetter Support.

To have the exact information from your synced objects, you can apply filters to each record and its properties. The set of filters applied can be saved as a view. This implies that whenever you select any saved view, the same set of filters will be applied to derive the information from the objects meeting those standards.

1. How to Create a New Saved Filter View in HubSpot?

To filter contacts in HubSpot and/or create a saved view in HubSpot to filter marketing contacts or any specific company contacts, etc., follow the steps below:

• Login to your HubSpot account and navigate to “Contacts” in the menu. 

(Note: we’re taking Contacts here to illustrate the process. You can follow the same with Companies, deals, and tickets)

• Select “More Filters”

• Now, you can search for any property you want to filter in this step. In this example, we’ll create a saved filter view to search for contacts from a specific company. Therefore, search and click on “Associated Company”.

• After selecting the filter property, select the company by clicking on “Search Companies”.

• Search and select the “Company Name”. Then click on “Apply Filter” and Close the property window once done. 
• Now, when you’re back onto your Contacts screen, select “Saved View”.

• Go to “Save as new”. Type in the Filter name and set the access permissions to “Private”, “My Team”, or “Everyone”. Finally, click on “Save” to save your changes.
• Your Saved View is created successfully. 

2. How to Pin a Saved View in HubSpot?

If you want your view to always be accessible in a tab, you need to pin it. To pin your Saved View:

• Go to contacts, companies, deals, or tickets, in your HubSpot account.
• For your deals or tickets home, make sure it’s in the table format. 
• Click Add view and select the view that you want to pin.
• In the view, again click the tab and select Pin view to keep open.
• Once the view is pinned, you can make the saved view the default view by clicking the tab and selecting the Make default view.

3. How to Customize a HubSpot View Properties and Board Cards?

To customize how properties appear in a table or board view:

In the Table format: 

• Click the Table Actions dropdown menu
• Select Edit columns. A dialog box will appear:

• Select the properties, on the left that you wish to appear in the table.
• Now, on the right, drag and drop properties to reorder the columns.
• Click “Apply” to save the changes.

In the Board format:

• Select “Edit Stages” to edit the stages in your pipeline.
• Select “Edit cards” to organize the layout of the card.
• Choose the card style to customize the amount of information shown in each object card (Default or Compact).
• Select or deselect the checkbox to choose whether or not icons will appear for associated records.

• Toggle the “Deal activity information” and “Inactive cards” switch. 
• Once done, click on “Save”.

4. How to Manage Views in HubSpot?

To manage Views in HubSpot:

• Go to contacts, companies, deals, or tickets, in your HubSpot account.
• For the deals or tickets, make sure it’s in the table format. If you’re in the board format, click the table icon in the upper left.
• Click All views and you can see all your saved views
• To edit any existing view, hover over the view and click the drop-down from Options to perform any of the following view options:

• Create report: select to create a custom single object report using filters. 
• Clone: select to clone this view. In the new window, enter the clone view’s name and click Save.
• Delete: select to delete the view. In the new window, click Delete.
• Export: select to export the records in the view.
  • In the new window, click the drop-down File format to select the format for your export file.
  • Select either  Include only properties in the columns or Include all properties.
  • Click Export. An email with a link will be delivered to your email inbox once it is processed.
• Manage sharing: select to choose the users who can see your view.
  • In the new window, select Private to keep the view private, My team to share it with your HubSpot team, or Everyone to share it with all users in the HubSpot account.
  • Click Save.
• Rename: select to change the view’s name. In the new window, enter the new name and click Save.

The post How to Create & Customize HubSpot Contact Views? appeared first on MakeWebBetter Support.