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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).