Customizing Views and Records for Your Team

FREE Lesson

Customize CRM records and views for your sales team in Sales Hub

Includes
    5 Videos
    1 Quiz
    31 min
  • Contact Management
  • Inbound Sales
Lesson description
As your sales organization grows, it's important to configure Sales Hub to make your reps' jobs as easy to do as possible. You want to make sure they can get to the information they need quickly, and you'll also need to ensure that your reps are only seeing their records and not anybody else's. In this lesson, you'll learn how to create CRM views, customize CRM records, set the default properties for creating and viewing records, and enforce your sales process using required fields.

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Instructors

Photo of Kyle Jepson

Kyle Jepson

Principle Marketing Evangelist

HubSpot

Kyle teaches sales and CRM courses at HubSpot Academy. He is best known for his work on the HubSpot Sales Software Certification and the Sales Enablement Certification. He is the father of three children, the lucky husband of an equally lucky woman, and aspires to be the author of one of those paperback novels you see in grocery store check-out lines.

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