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Marketing Platforms and CRM

Agile CRM Tutorial | How to Use Agile CRM Step-by Step [Video]

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Marketing Platforms and CRM

How-to manage Playbooks in HubSpot. [Video]

In this HubSpot tutorial, we will walk you through how to manage Playbooks in HubSpot.As your sales and services teams grow, coaching your team members requires more time and effort. For that, you need to manage your playbook efficiently.In this tutorial, we will show you how you can manage your playbooks in hubspot.Steps to follow:Steps 1. In your HubSpot account, navigate to Sales in the dropdown menu click Playbooks.Steps 2. In the upper left, use the search bar to look up a playbook by name.Steps 3. To filter by the playbook's owner, click the Owner dropdown menu.Steps 4. To open the playbook editor and make edits, click the playbook name.Steps 5. To review and restore previous versions of the playbook, in the top right corner in the editor, click Version history. Steps 6. On the left side of the dialog box, view and select a previous draft. Steps 7. To restore this draft, click Restore.Steps 8. To clone the playbook, click the Actions dropdown menu, then click Clone.Steps 9. To delete the playbook, click the delete in the dropdown menu. Or, select the checkbox next to the playbooks, then at the top of the table, click delete.Steps 10. To unpublish the playbook, click the Actions dropdown menu, then select Unpublish.Steps 11. To change who the playbook is shared with so only certain users can view and use the playbook, click Manage sharing.Steps 12. To organize your playbooks into folders. Steps 13. In the upper right, click New folder.Steps 14. Enter a folder name, then click Add folder.Steps 15. To move playbooks to a folder, select the checkbox next to the playbooks to move, then click folder move to folder.Steps 16. In the dialog box, select a folder, then click Move.That’s how you can manage your Playbooks in HubSpot.________________________________________________________________________Follow HubSpot Tutorials by webdew: https://www.youtube.com/channel/UCAqL27l1_qhC0UX5tAf8hMgWith webdew's HubSpot account set up tutorials, you will learn about General, Security, Notifications, Website, Inbox settings, and much more. All the videos that are shared in this Youtube channel will make you run through the HubSpot tool effortlessly. Moreover, you will learn more about the HubSpot CRM, Marketing Hub, Sales Hub, Service Hub, Reporting, and Dashboards through our videos and see how you can use these tools to leverage HubSpot to benefit your business.About webdew:webdew is a leading HubSpot partner agency. We help Design, Build and Grow your business offering service around:#Website - Design & Development by delivering the best in class user experience: https://www.webdew.com/websites#Marketing - Focused on Inbound Methodologies & Organic Growth:https://www.webdew.com/marketing#Videos - Explaining the Products & Services with Explainer Videos:https://www.webdew.com/videos#HubSpot - Helping Customer Manage their HubSpot with scale: https://www.webdew.com/hubspotFollow us:webdew Blogs: https://www.webdew.com/blogwebdew Help Center: https://www.webdew.com/kb/hubspotwebdew Resources: https://www.webdew.com/resourcesGet Started with HubSpot with the Free CRM Sign-up:https://www.hubspot.com/products/get-started-am?irclickid=Wj43qKWnexyIUPH0QH0%3AoSH0UkGTojw1%3AW1lQI0&irgwc=1&mpid=3189791&utm_id=am3189791&utm_medium=am&utm_medium=HubSpot%20Tutorials&utm_source=am3189791&utm_source=youtube.com&utm_campaign=amcid_Wj43qKWnexyIUPH0QH0%3AoSH0UkGTojw1%3AW1lQI0_irpid_3189791&utm_campaign=HubSpot%20Affiliate

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Marketing Platforms and CRM

Microsoft Dynamics 365 Business Central overview - Softserve [Video]

Experience the difference with a reliable ERP that can increase your organization’s agility, scale your productivity and accelerate your growth.Learn how Microsoft Dynamics 365 Business Central connects your finance, sales, service, project, warehousing, and manufacturing teams to help you adapt faster, work smarter, and perform better. Learn more: https://www.softservesolution.com/our-products-services/microsoft-dynamics-365-business-central/#microsoftdynamics365businesscentral #erp #microsoftdynamics