Convert Prospects to Clients with Hubspot CRM - Chi Suarez

•

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Chi Suarez

A comprehensive and detailed tutorial on how to use Hubspot CRM for your marketing campaigns.

Marketing

A central database
for managing sales
relationships

Choose from saved
Companies and Contacts

Data varies depending on the
StandardViews

Scroll down to see different
filter options

The Gear icon provides
additional options

Manage Columns using
different categories

Edit Properties open up a
different window

The gear represents an
editable property

Import Contacts open up a
different window

Choose different actions in
View Options

Always utilize the Standard
Views dropdown

Sequence allows sales
process automation

Meetings allow direct
bookings on your calendar

For questions, click ‘Start the
CRMTutorial’

Alternatively, you may click
‘Ask for Help’

Last month we unveiled and provided a first look at Dynamics 365 xRM4Legal, showing off the capabilities our customers can expect from our latest generation of intelligent business applications. Today, we are excited to announce that Dynamics 365 xRM4Legal is generally available. The first thing users will see with Dynamics 365 xRM4Legal is that we are bringing our business applications closer together in how they look, feel and integrate with each other. To better enable end-to-end law firm business processes, we have unified the navigation and core user experience across each of the applications from Marketing & Communications to Business Development, Client Care, Time & Billing and Finance. It remains clean, beautiful, and familiar and it gives you the ability to seamlessly move from one application to another without switching windows. And when a user logs into Dynamics 365 xRM4Legal, the home-screen will show you all the Business Apps and information relevant to you or your role. With one click, users can connect to Microsoft AppSource, quickly and easily locating the most relevant capabilities from hundreds of precisely curated additional business apps enabled by our partners.

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