Understand your workflow details page
Learn how to understand your workflow details page and view a workflow's history and performance to better analyze your workflows.| knowledge.hubspot.com
How-to, reference, and troubleshooting documentation for HubSpot’s CRM, CMS, Marketing, Sales, and Service tools.| knowledge.hubspot.com
Learn how to understand your workflow details page and view a workflow's history and performance to better analyze your workflows.| knowledge.hubspot.com
Learn how to set workflow enrollment triggers to automatically enroll records in your workflow when they meet specific trigger criteria.| knowledge.hubspot.com
Learn how to set unenrollment triggers to unenroll or exclude records in company, deal, quote, or ticket-based workflows.| knowledge.hubspot.com
Use the Test feature to preview how a contact, company, deal, quote, or ticket record will proceed through a workflow once enrolled.| knowledge.hubspot.com
Learn how to customize and manage your WhatsApp message templates in HubSpot.| knowledge.hubspot.com
Use HubSpot's SEO tools to optimize your content for search engines.| knowledge.hubspot.com
Learn how to create and send emails in the classic email editor.| knowledge.hubspot.com
Learn how to create click-to-call and mailto links to enhance user engagement on your content.| knowledge.hubspot.com
To add a document to your email, landing page, website page, or blog post, insert a link to the document file in any rich text editor.| knowledge.hubspot.com
Send and reply to emails directly from a contact record, or from an associated company, deal, or ticket record.| knowledge.hubspot.com
Use documents to build a library of up-to-date sales content for your entire team, then share these documents with your contacts.| knowledge.hubspot.com
Learn more about creating custom coded templates and cloning existing templates in the design manager. Note that this method requires an understanding of HTML and CSS.| knowledge.hubspot.com
Learn how to use HubSpot's image editor to optimize your image size within the page editor, files tool, or social tool.| knowledge.hubspot.com
Learn how to manage video files and understand advanced video features.| knowledge.hubspot.com
Learn how to archive, delete, or restore your files.| knowledge.hubspot.com
Learn how to turn on and use AI file analysis to tag your image files and add descriptions to search for files.| knowledge.hubspot.com
Learn how to use Adobe Express to create and edit your image files in HubSpot.| knowledge.hubspot.com
Learn more about creating new types of content using AI with content remix.| knowledge.hubspot.com
After you set up teams in HubSpot, Marketing Hub Enterprise Admins can assign content to specific users and teams.| knowledge.hubspot.com
Learn how to add new options to your form fields, add a file upload field, and add a blog subscription field to a form.| knowledge.hubspot.com
Learn how to create custom analytics views for the Sources tab.| knowledge.hubspot.com
Learn more about connecting additional brand domains with the brand domain add-on.| knowledge.hubspot.com
Learn how to view and interact with cards that display data on your records.| knowledge.hubspot.com
Learn when to undo property value changes in HubSpot. Revert individual edits or perform bulk undo actions with export property history and import changes.| knowledge.hubspot.com
Understand HubSpot property field types such as text, date, enumeration, value, url, rollup, and user. Learn how to choose the right type for your data.| knowledge.hubspot.com
Learn how you can update a contact's Original or Latest source property value, and how to use these values to segment contacts in other HubSpot tools.| knowledge.hubspot.com
Learn how your records were originally created with the Record source property.| knowledge.hubspot.com
Learn about the change sources that can appear to explain how a record was created or updated.| knowledge.hubspot.com
This article explains the different modules you can add to a drag and drop template in the layout editor within Design Manager.| knowledge.hubspot.com
Learn how to create new blog authors and manage the blog authors in your account.| knowledge.hubspot.com
Systems templates are used as the basis of certain types of pages generated automatically by HubSpot.| knowledge.hubspot.com
Learn how to create custom cards to display data on your records and how to interact with a card while viewing a record.| knowledge.hubspot.com
Learn how to clone a HubSpot blog post, email, page, template, module, or theme.| knowledge.hubspot.com
The A/B testing feature in email is a way to let you test two slightly different emails to your audience so that you can obtain information on which triggered the most engagement and then use the most effective email to send as a final email send.| knowledge.hubspot.com
You can use the Send to more feature to send an email to more recipients. You can clone the email if you'd like to send to the original recipients again.| knowledge.hubspot.com
Learn to summarize contact, company, deal, and ticket records using the record summary card or Copilot for automatic, activity-driven overviews.| knowledge.hubspot.com
Learn how to edit an activity's details and add, edit, or delete a comment on it.| knowledge.hubspot.com
Attachments and be added or removed directly from any individual record. Find out how to add and remove an attachment.| knowledge.hubspot.com
Learn how to customize the sections and information displayed when previewing a record.| knowledge.hubspot.com
Learn how to select which properties show up in the About card on a record. The changes apply to your view only.| knowledge.hubspot.com
Learn how to delete records in HubSpot. This includes deleting records from an index page, list, or workflow and the data impact when deleting.| knowledge.hubspot.com
Learn how to filter records in the contacts, companies, deals, tickets, custom objects, payments, or calls index pages and save these filters as views.| knowledge.hubspot.com
For super admins, learn how to set a default view configuration on each object's index page.| knowledge.hubspot.com
Learn how to customize the properties shown on board cards and the appearance of your pipelines in board view.| knowledge.hubspot.com
Learn how to customize: tabs, conditional logic, and card content in the left and right sidebars and middle column of records for each object.| knowledge.hubspot.com
Understand the structure of your CRM data with the data model overview.| knowledge.hubspot.com
Apply data model templates to customize your CRM. Use industry templates (real estate, healthcare) or Breeze Intelligence for AI-powered recommendations.| knowledge.hubspot.com
Edit the global styles settings applied to all pages and blog posts using the a website theme.| knowledge.hubspot.com
Learn how to turn off a workflow and the impact on objects that are active in the workflow when it is turned off.| knowledge.hubspot.com
Learn how to review the conversion and performance data for workflow actions such as branches.| knowledge.hubspot.com
Learn about the possible reasons why records are unexpectedly enrolling or not enrolling in workflows.| knowledge.hubspot.com
User notifications alert you when various actions or activities occur in your account. Learn how to control where and when you receive HubSpot notifications on your devices.| knowledge.hubspot.com
Learn more about creating notification profiles for the users in your account.| knowledge.hubspot.com
Use the sequences tool to send a series of targeted, timed emails to nurture a prospect over time.| 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 connect HubSpot and LinkedIn CRM Sync to enable syncing between HubSpot and LinkedIn Sales Navigator.| knowledge.hubspot.com
Learn how to create a website or landing page, edit information like its meta description and URL, and optimize the page for search engines.| knowledge.hubspot.com
Learn about the different methods you can use keep search engines from indexing specific content on your website.| knowledge.hubspot.com
A customer portal is a home behind a login where customers can view, open, and reply to their support tickets.| knowledge.hubspot.com
Learn how to connect your domain to HubSpot and edit your DNS records to take your content live.| knowledge.hubspot.com
Learn how to create a blog post and customize its settings in HubSpot.| knowledge.hubspot.com
Learn how to create an anchor link to help your visitors navigate to a specific section of your content without scrolling.| knowledge.hubspot.com
Learn how to insert and edit Font Awesome icons in rich text modules on your HubSpot blog posts and pages.| knowledge.hubspot.com
Learn how to insert a table into a rich text module on your HubSpot page, blog post, email, or knowledge base article.| knowledge.hubspot.com
Add externally-hosted videos or audio files in your HubSpot pages, blog posts, or knowledge base articles using the file URL or embed code.| knowledge.hubspot.com
Manage your knowledge base effectively by organizing categories, subcategories, and tags to improve search results and user experience.| knowledge.hubspot.com
Learn more about connecting your HubSpot account with your Microsoft Dynamics 365 account.| knowledge.hubspot.com
Learn how to create custom reports on your objects so you can analyze them better. These objects include contacts, companies, deals, tickets, activities, and products.| knowledge.hubspot.com
Learn how to view property history in a specific property in a specific record, all the property changes in a specific record or history of a property across all records.| knowledge.hubspot.com
Learn how to use a workflow or an import to move the lifecycle stage of contacts or companies in bulk.| knowledge.hubspot.com
Learn how you can edit property values for contact, company, deal, or task records in bulk.| knowledge.hubspot.com
Learn more about HubSpot's default contact properties.| knowledge.hubspot.com
Learn how you can set your companies and deals to automatically sync lifecycle stages to the associated records.| knowledge.hubspot.com
Learn how to create custom lifecycle stages in HubSpot to track contacts and companies through your unique customer journey.| knowledge.hubspot.com
Learn how to create a bot and add it to your website pages so your visitors can start a conversation with you.| knowledge.hubspot.com
Learn how each visualization type in the reports tool can be used to display different types of data.| knowledge.hubspot.com
Learn the definitions for asset types, content types, interactions types and sources and more in the attribution report builder.| knowledge.hubspot.com
Learn how to manage your reports with the reports list.| knowledge.hubspot.com
Learn how to create a campaign in HubSpot to tag related marketing assets and content, so you can easily measure the effectiveness of your collective marketing efforts.| knowledge.hubspot.com
With Brands, you can manage multiple brands in one HubSpot account.| knowledge.hubspot.com
Learn how you can create calculation properties in HubSpot based on property values or automatically calculate min, max, sum, count, and average values for a property from associated records.| knowledge.hubspot.com
Learn how to use personalization tokens in your HubSpot landing pages, website pages, and emails to display the custom property value for a specific contact.| knowledge.hubspot.com
Learn how to set a workflow goal in your contact-based workflow to focus the objective of your workflow and measure the success of your workflow in nurturing contacts.| knowledge.hubspot.com
Learn about filtering your dataset within the report builder to create custom reports you can add to any of your dashboards in HubSpot.| knowledge.hubspot.com
Learn how to insert and edit an image in a rich text or image module in your HubSpot content.| knowledge.hubspot.com
Learn how to add a hyperlink to a rich text module in your HubSpot content.| knowledge.hubspot.com
Learn how to add videos to your HubSpot blog posts, landing pages, website pages, and knowledge base articles.| knowledge.hubspot.com
When uploading files to HubSpot, there are specific file types and size restrictions for each tool.| knowledge.hubspot.com
Learn how to manage an individual file's details such as the file's name, URL, and visibility settings. You can also review your file history, replace, clone and edit, and download your file.| knowledge.hubspot.com
Learn how to control the domain for hosting your files in the file manager tool. You can also set the file's URL to be hidden from search engines, or disable the file URL entirely so only members of your team can access the file in HubSpot.| knowledge.hubspot.com
Customize how you're tracking your website analytics.| knowledge.hubspot.com
Learn how to exclude traffic from your site analytics, such as internal traffic, referrer domains, and bots.| knowledge.hubspot.com
Learn how to edit property values within an individual contact, company, deal, ticket, or custom object record.| knowledge.hubspot.com
Original and Latest Traffic source are analytics properties which store information about the source of a contact's first and most recent interactions with your business.| knowledge.hubspot.com
Learn how to send a test version of your marketing email to yourself or a team member before you send out the actual email to your contacts.| knowledge.hubspot.com
Learn how to edit your domain's primary language and language specific redirects.| knowledge.hubspot.com
Learn how to create multi-language variations of a blog in HubSpot.| knowledge.hubspot.com
