Apply data model templates to customize your CRM. Use industry templates (real estate, healthcare) or Breeze Intelligence for AI-powered recommendations.| knowledge.hubspot.com
Learn how to log a call, email, meeting, postal mail, task, SMS, LinkedIn, or WhatsApp message on records such as contacts, appointments, or deals.| knowledge.hubspot.com
Learn how to create an active list or a static list to organize and group your contacts in HubSpot.| knowledge.hubspot.com
Learn how to filter records on each object's index page and save filters as views.| knowledge.hubspot.com
A comprehensive overview of HubSpot's user permissions settings.| knowledge.hubspot.com
Learn how to edit existing HubSpot properties and create your own custom properties.| knowledge.hubspot.com
An overview of how to set up your CRM database. Create and view records, set up properties, and segment your data.| knowledge.hubspot.com
Learn how to create workflows in HubSpot to automated your marketing, sales, and service processes. Create workflows to send marketing emails, follow up on sales tasks, and manage ticket status.| knowledge.hubspot.com
Get more details about the products and services HubSpot offers, the features associated with those products, and any limits that apply.| legal.hubspot.com