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Hubspot CRM - Coggle Diagram
Hubspot CRM
Contacts > Contacts
Create / Import
Edit
List (Filters)
Save filter results
(Save Views)
Bulk Edit
Assign Owner
Custom display
columns
Create Tasks
View / Preview
Create Note
Create Email (G-Mail)
Log phone call
Create task
Scheduling meeting
(G-Calendar)
Sales > Deals
List (Filters)
Custom display
columns
Save Filters Results
(Save Views)
List by Grid (rows, columns)
List by Pineline (Deal Stages)
View / Preview
Scheduling meeting
(G-Calendar)
Create task
Log phone call
Create Email (G-Mail)
Create Note
Assign Deal
Change Deal Stage
(Click comments) :warning:
Create Tasks
Create / Import
Edit
Contacts > Companies
Create / Import
Edit
List (Filters)
Custom display
columns
Save Filters Results
(Save Views)
View / Preview
Create Note
Create Email (G-Mail)
Scheduling meeting
(G-Calendar)
Log phone call
Create task
Manage duplicates
(Merge duplicate)
Account Info
Connect G-Mail
Connect G-Calendar
Reports
Dashboards
(Click comments) :warning:
Reports
(Click comments) :warning:
Conversations
Snippets :warning:
Templates :warning:
Services > Ticktets
List (Filters)
Custom display
columns
Save Filters Results
(Save Views)
List by Grid (rows, columns)
List by Pineline (Support Pipeline)
View / Preview
Scheduling meeting
(G-Calendar)
Create task
Log phone call
Create Email (G-Mail)
Create Note
Assign Owner
Change Support Pipeline
(Click comments) :warning:
Create Tasks