If you’re relatively new to HubSpot, and relatively new to CRMs, database management and the like, even the concept of properties can be a bit confusing.
Let’s take some time to break it down.
What’s on Marcus’ Mind
Let's take a few minutes to talk about this Forbes article on what trends marketing departments should be budgeting for in 2019, and whether we give them the thumbs up or thumbs down.
HubSpot Wishlist: Create "Time in Lifecycle stage" report
“I would like to create a custom report where I can see how much time my contacts spend in each stage of their Contact Lifecycle. I am looking for something much like the "time in deal stage" available for deals.
I know that HubSpot has the "became a lead date," "became an opportunity," and "became a customer date" properties, but I can't seem to get any good report using these.”
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3 New Features That Will Make Importing into HubSpot CRM Better Than Ever
1. Multi-file Associations Import
“When managing records in any CRM, objects don’t exist in a vacuum -- they’re connected.
Having John Smith as a contact in your database is great, and having his company (Acmecorp) on file is great too. Have a sales opportunity at Acmecorp? Even better. But the power of CRM doesn’t truly come to life until the connections between those three things are made.
Associating records to each other enables you to unlock the power of their shared context; see all the interactions between Acmecorp contacts and your company on a single timeline, run deal reports based on original contact source, and more.”
2. Single-file Multi Object Import
“All of the magic of a multi-file associate import, but done with one file. That means you can import your data however works best for your company.”
3. Import Your Notes
“Along with the first two updates, you will now have the ability to import notes to your HubSpot CRM that are associated with contacts, companies, deals, or tickets. Notes imports will include the note body and note timestamp -- which gives you accurate historical context into all of your CRM objects. (All notes imports must be completed as association imports with other files for which they are associated with.)”
NOTE: “The above updates are currently rolling out to select HubSpot users. Within a few weeks, these features will be available to all HubSpot users and available in all languages supported by HubSpot.”