Category: HubSpot
HubSpot Contact Association Labels
These definitions are designed for any Jobba team member who needs to organize their prospect/customer
contact relationships with us/Jobba. Contact associations will allow us to create reports and send targeted
emails by creating lists in Hubspot. Keep in mind, contacts can have multiple association labels.
Marketing Leads Process Protocol
Marketing's process and protocol when dealing with leads.
HubSpot Permissions Process
When any changes, additions, deactivations, etc. are needed in HubSpot, please follow this process.
HubSpot CRM User Guide
HubSpot CRM is what we use to organize, track, and nurture Prospects and Customers here at Jobba Trade Technologies. It is our central CRM and database for all information that everyone on our team shares.
HubSpot CRM Tutorial (Video)
A high-level tutorial/walk-through of HubSpot CRM for new users or existing users that need a refresher.
