Efficiencies

Scale Like a Pro Series
Wed, Dec 14, 11:00 AM (EST)

Fine tune your HubSpot portal to make the most of every minute and every team member.

About this event

Saving time and finding efficiencies is essential to scaling your business. In this chapter of the Scale Like a Pro, we’ll help you fine tune your HubSpot portal to make the most of every minute and every team member.

This session will explore teams and permissions, as this Marketing Hub pro feature allows you to sort your users into groups for organizational and reporting purposes. We’ll also touch on lead scoring and lead routing, helping your teams to prioritize leads, respond to them appropriately, and increase the rate at which those leads become customers. We’ll also touch on some collaborative tools that can further synchronize your team and provide clarity on your contacts. We’ll showcase how these tools can save your team time and walk you step-by-step through setting them up in your own portal.

Most Valuable For: Marketing Pro+, Sales Pro+

Facilitators

Moderator

  • Jeannie Jaworski

    Jeannie Jaworski

    HubSpot

    Customer Success Manager

    See Bio