Creating Custom Views For Your Sales Team

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Videos in this class

Introductory Training
Why should you create custom views for your team?
2:03
How to create custom views for your team
8:30
Custom views in action
2:27
Tool Walk-through Videos
Organizing your contacts in HubSpot CRM
3:12

Class resources

Class Description

When your sales reps come into work, what do they do? Do they know which leads are the highest priority? Do they know how frequently to reach out? In this class, you'll learn how to create custom views that will help your reps know exactly where they should be focusing their efforts in order to get the best results.

This TOpic is taught by

Kyle Jepson
Kyle Jepson (LinkedInTwitter) is the HubSpot Academy sales professor. Prior to joining the Academy, he was a product specialist for HubSpot CRM and HubSpot Sales. He has an MA in Linguistics from Boston University.