Hubspot for Beginners--Contact Forms and Quick Reports

Thalita Milan also explains how to create and customize contact  forms in "Hubspot for Beginners." 

She demonstrates how to use "Quick" and "Advanced Filters" to create simple reports.

She also explains when it's better to use "Segments and Lists" rather than reports. Unlike reports, lists can be "active," which  causes items to be dynamically added to the list.  

Record customization gives users control over what is included in records. 

She explains how to best use Hubspot's built in Ai feature, Breeze. 

Hubspot for Beginners Part 1.

Hubspot for Beginners Part 2. 

Hubspot for Beginners--Importing Data

Hubspot for Beginners by Thalita Milan. Part 2. 

Milan's class "Hubspot for Beginners" on Udemy provides simple steps for importing data objects e.g., such as contact lists.

Milan explains that HubSpot will tell users if it locates errors while mapping data. 

She also advises to give the import a name. 

If you're using a free account, you will be limited to 1,000 contacts. 

Use the import data process to create and update contacts or any other data objects. 

 https://medium.com/@chantal.walvoord

Hubspot for Beginners. Part 1. 

HubSpot For Beginners--Master the Basics in a Few Hours

HubSpot for Beginners--Master the Basics by Thalita Milan is a great introductory course that can be found on Udemy. 

In this course, Milan discusses how to create a free account and how to use basic features e.g. manage contacts, manage marketing strategies, and follow up on leads.

She briefly introduces Hubspot's Ai layer, Breeze. She also covers GDPR compliance settings. 

Thalita Milan

Hubspot for Beginners Part 2.