The New CRM Views in HubSpot | 2026 HubSpot Tutorial English
Автор: HubSpot Experten von WPWA Digital (DE & EN)
Загружено: 2026-01-23
Просмотров: 24
Описание:
📚 Want to better understand how to actually work with your CRM data—without constantly switching between tools and sections?
In this video, I walk you through the new CRM views in HubSpot and show how to work with contacts, companies, deals, and projects depending on your use case. From the classic list view to the new board view and the built-in reporting view directly inside the CRM. If you’re working with projects, we’ll also take a look at the Gantt view for planning and delivery.
🔥 If you want more visual workflows, better day-to-day visibility, and less friction between analysis and execution, this video is for you.
⏰ TIMESTAMPS
00:00 Intro
00:36 the classic list view
00:51 the new board view
01:20 Report view directly in CRM
01:54 the Gantt view for projects
02:18 Which view you should use and when
02:48 Outro
🔗 ALL LINKS
Want to try HubSpot for free?
Looking to implement HubSpot in your company?
Need a HubSpot partner or coaching*?
👉 https://wpwa.digital/en/hubspot/ 👈
📩 SUBSCRIBE TO OUR NEWSLETTER
Don’t miss out on news, tips & tricks all about HubSpot*!
(Coming soon)
🎬 WHAT ARE SUPERHACKS?
In the format “Superhacks – The HubSpot Experts,” you’ll find tutorials, tips, and tricks on how to get the most out of HubSpot for CRM, marketing, sales, and automation. We show you how to improve customer relationships using HubSpot CRM, manage campaigns more efficiently, and leverage automation features for your business processes. Our videos guide you step-by-step through HubSpot, making them suitable for both beginners and advanced users.
💪🏼 WHY USE HUBSPOT?
HubSpot is one of the leading platforms for inbound marketing, CRM, and automation. With this all-in-one solution, you can handle everything – from lead generation and campaign management to customer service – in a single system. Whether you want to automate marketing, support your sales team, or create detailed reports: HubSpot provides all the tools you need to reach your business goals.
ABOUT US
🟠 Munich-based agency with 15+ employees
🟠 50+ HubSpot projects managed
🟠 From start-ups to SMEs
🟠 Excellent ratings in the HubSpot Partner Directory*
https://ecosystem.hubspot.com/de/mark...
👋 CONTACT
WPWA Team GmbH
Sandstraße 31
80335 Munich
Germany
+49 89 1250923-30
Thank you for watching! If you have any questions or feedback, feel free to leave a comment. Subscribe so you don’t miss any new HubSpot tips – we’re excited to have you with us! 👏
@HubSpotExperten
This video also promotes some of our own services (marked with *).
#HubSpot #CRM #SUPERHACKS
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке: