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hi this is Constantin from Vidalico Digital.  today I'm going to start a series of HubSpot video   tutorials. As a HubSpot solution Partner, we at  Vidalico Digital noticed that a lot of companies   use HubSpot but not at their full capacity.  HubSpot is a great tool to help you streamline   your sales and marketing operations to manage  your contacts but if not use that full capacity   you kind of wasted your money. So today and in  the coming weeks my aim is to show you a couple   of things that HubSpot can do for you and how you  can perhaps use that in your business. Naturally,   we are here to help with any kind of questions or  issues that you might have with HubSpot along the   way. So let's dive right into it today we're  going to talk about contacts and how to manage   your contacts what to do with them what  are the benefits of using the contacts module   in HubSpot and how to add contacts to lists and  how to integrate that with other tools perhaps so   without further Ado let's dive right into it. Once  you have a Hotspot account you have the contacts   Tab and let's dive right into it. So here we have  a few contacts that we've added to the platform   These contacts could have joined our system  via a form of an event via an import of a list   Etc. but for the sake of the demonstration let's  just add one contact from scratch and I show   you why. so we start with let's just adding constant  in here now it's important when you add a new   contact if you add it manually that you add the  contact owner. why is that important is because   having somebody responsible for the  contact will make your life easier   when you for example create lists or when  you have to track what's happening in your   organization for example how many  sales people manage and work   on contacts right so let's just add the  job title, the phone number just yep let's just add this one now here's another  the thing what I want to highlight here, the more   accurate and clean your data will be the better  you will manage in the future so if your   organization decides to add the phone number  with the plus and the country code just   make sure that everybody in your organization  actually adds the contacts in the same way   if you decide to add it with zero or whatever that format might be   in your country, I would encourage you to  make it the unified and consistent approach   right so let's just say I'm a lead, you have  different options here for subscriber marketing   qualified lead, so I'm a lead and then this is  a new lead right, so let's create the contact now right from the beginning. when  you create the new contact you see here kind of like an overview of that contact. on the  left side you have the title the name the email   address and a few actions, like you can call  the person you can email directly from   HubSpot. we can create tasks Etc. but also all the  details that you would have about that contact now.   there's a lot of properties built in into HubSpot  at standard properties and this is kind of   a view that I've created now for myself but  what if I want to add a little more data to   that to my view right. so let's just look at all  the properties and I have a function here where   I can search the property so for example I want  to add events right, so I have this property here   events and I will add it to my view. now once  it's to my view I can actually customize it   and drag and drop it wherever I want it in my  view so let's see how it looks now all right so   now as you can see I have the contact number the  phone number the email address by the way you can   add multiple email addresses here you can add  an additional email address so for example all right so I can save this one now I have two  addresses here one I can make primary and the   other one is secondary or I can delete the email  address if I want to delete it right then I   have the newly created Property. the newly added  property and this is event so for example let's   just say you met this contact at an event right.  your company is doing multiple events over the   year and you met this person at the Web Summit  now we add the person at the web Summit but we   also, maybe during the year we meet the same person  at Arctic 15. so let's just add Arctic 15 as well   now we save this property and this has been kind  of like recorded where we met this person. why is   this important is because once you or some  other person comes and looks at this contact   they will have an overview immediately where you  actually met the person, you met them at events   that kind of helps you understand what happened  there, that the person is interested in events   I will show you then how this will actually  play out in the in the next thing into the lists.   what you can do still here you can add notes  you can create the note for example, if you met   the person at an event you can add a note  about the event so: interested in our Chat With your Data platform book a demo soon right um so let's just say that  we this person was interested in this. you can   add the note, but because you most likely will  add multiple notes you can also pin this note   at the top of the field which means that  every other note will come below and this one   will be the first one or for example, you can  add the note that the person changed jobs or   the person is not in charge anymore or you  know... whatever that means emails if   you send emails to the contact from  this system you would have a thread of all   the emails. you can log calls, you can create  tasks for example let's create tasks now   to schedule a demo for Chat with your Data now.  once we create the task we can assign it so   for example, if you have multiple sales  people in your organization and divided by what   they do in your organization, like for example  you have a salesperson that does only demos or   sales personnel who do only Business Development,  so you can assign this person, for example I'm   going to assign this person to Peter who is our  responsible for demos: please reach out and schedule a demo. now I can select the date  and a reminder for the person for example   in three business days. now once I created this  HubSpot will actually create the task for Peter   and will notify Peter that he has to schedule  a demo in three business days with the   person. again this is added to the timeline. so if we look at the activity now we have a note   created, we have the upcoming task and Etc.  if we add more things to the timeline, if the   person booked a meeting, again it will appear in  your timeline. now on the right side, which you can   hide obviously, you have the companies associated  to this, so you can associate a company with this   contact, deals, if you have any tickets for this, for the support part, attachments, payments   so there's a lot of features here that I'm not  gonna go deep into them right now because each   one of them would be a session in itself. now the  contacts basically having everything in one place   having an overview like this enables you to  better understand what happened to that contact   what was the interaction that your sales  people or marketing people have with that contact   further down, on the left pane, you have also  the website activity. so let's just say that   the person, your website is built on HubSpot or  you have a tracking code embedded and connected   to HubSpot, on a different platform, you will see  the website activity on this site, on this view of   the contact which means that every time a contact,  this particular contact makes a page visit, a   form download, something the activity will be seen  here. how is that benefiting you? is that you know   the person is very interested then in your product  or service. visiting your site multiple times you   can create an automation and score this  particular contact and move them further into the   buying process. but later on that now. Very briefly  I'm gonna move into the lists and show you why the   lists are important and what you can do with  the lists. so in the lists we have quite a few,   a few lists here, and I can create a new list. so  lists help you segment your contacts based on   several criterias. so let's just create a list. now you have a contact-based list or a company   based list. but for all intents and purposes  most likely you will use, in your daily work   a contact based list. so we name it events  2023 or even better we can say Web Summit 2023. now there is an active and a static list. an  active list automatically update over time. it   says right here records will join or leave the  list based on different activities. so we created   as an active list because since our sales team  and marketing are at events we would like   to update this on a kind of active manner.  and now you can add the filters. so let's just look   in the contact properties and then we put them here  events. all right now events is any off and we   can take now the Web Summit because we decided to  have an event list just for the web Summit. as it's   name like this. so as you see automatically  this has been updated with the contact in this.  now this will, if you have a huge database,  this will take some time until it updates.   but nevertheless, you have the list  here and it will, I hope I saved it.  yes. so it shows one contact. it's active, it's based,  it's owned by me. right moving back to contacts: the benefits. one of the biggest benefits of  of this contact module, if you want to   call it, the CRM, of the HubSpot CRM is customer  understanding. right it gives you the possibility   to understand what the customer has done, what was  the interaction with it, what was the communication   with that customer, their behavior with your  content, their interaction with your   content. it gives you the possibility for a  better decision-making. also, it's scalable   so you can scale this, your database  up to I think one million contacts that you   can segment that you can play with, that you can  better necessarily serve with your   products and services. and also it's very efficient  because having everything under One Roof gives   you the possibility to move the contacts from  sales to marketing and back and forward, you   can integrate it with your support Team, if you  have one. and you can see the whole process from   the moment the contact enters, the lead enters, your  your system, your company, your ecosystem until they   become a customer and influencer. That said,  I hope you actually enjoyed this and the time. if you have any questions that you would like to ask we're here to help. Thank You.