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Find out how to organise and automate your sales process with HubSpot CRM

This webinar was originally posted 19/8/20. You've missed us! But the good news is we recorded the webinar. Fill in the form to access the recording and slides - really useful advice from our CEO, Matthew Stibbe.

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Lifecycle and Lead-status 

Learn how to make the most of the Lifecycle and Lead status fields

Having a clean database means that you can segment your contacts to make them ready for email campaigns and sales activity.

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Sequence your emails so that you can schedule and personalise

Having a sequence of emails allows you to schedule a number of personalised emails as well as allowing you to trigger tasks after a certain number of days will make life a lot easier!

Articulate Marketing illustration of a person at a laptop and a list of tick boxes (depicting an organised list of contacts)

Set up custom contact views

Customise your contacts based on things like 'time since last activity' or 'time since the last visit' so that you can catch contacts before they fall through the cracks.

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