General Setup for Sales Reps
General Setup
Adding Views to your Contacts page
To add views for certain sports to your contacts page click on:
All Views>> choose the view for your sport>> click on the name and it will be added to your contacts page
If you want to only see the leads that are assigned to you click on
Contact Owner >> Choose ME >> you will only see leads that are assigned to you
Here is a video on how to add views:Adding Views Hubspot.mp4
Availability + Time Zone
Before you start working with Leads in Hubspot, please make sure to set your availability and your current time zone.
In order to do that: click on Library >> Meetings Scheduler >> hover over your existing meeting and click edit >> then click on Scheduling and set your time zone and availability.
Also, please make sure to turn-off Pre-populate fields with known values under Additional Settings (this should be turned off, but please make sure it is).