Overview
Trouble figuring out what look at in HubSpot? You've come to the right place.
In HubSpot there are 3 main ways to look at objects: view, preview, and record.
View
Here you are looking at board view that contains all the deals that fall into the view you've chosen. Please note you can adjust this in many different ways to make you are looking at the exact qualifications you need to see.
Preview
Preview is exactly what it sounds like. When you select this option, a sidebar pops up that shows you the most important properties and actions from that deal. You also have the option to edit the deal from this preview sidebar.
Record
When choosing to look at the record in its entirety, you can see all information and actions associated with that deal. You can take any actions and record notes and other details when looking a deal in record view.
These three ways to access you information in HubSpot all show you the most important properties of the deal and most frequent HubSpot admin utilize all three everyday.
Video Instructions
Video Transcription
Within HubSpot, there are three different ways to look at an object. The first and what you see here is what's called a view. You can tell here, save view is what we're looking at. It's a view. Basically what this is, is it's a way to visualize all of the objects that you have within the particular page.
So here, I'm looking at all of the deals that I have within this view. I can edit my view and adjust what of the deals that I'm actually looking at. This also holds true for contacts as well, as well as companies.
The other type of visualization that you have within HubSpot is a preview. You can access that by selecting one of the objects displayed on your view and you'll see a little sidebar pops open, and this will allow you to preview the deal that I've opened up here.
It gives me basically a highlight of the most important pieces of the object that I'm looking at here. So I can see the about, I can see the amount, I can see the close date, what stage it's in, as well as any associations that it has, as well as line items in this particular case for a deal. And I can actually edit all of this directly from the preview itself.
This way if you need to just quickly change something, you don't need to go into the full record. You can actually just edit it directly from the preview on the sidebar here.
That then brings me to the final way to visualize something, which is the actual record itself. This is basically the full visualization of the object. So in this case, we have the record for the deal and here's where I have basically everything related to this one particular deal.
I can see the about this deal, a lot of the same information that I had in my preview, but you'll see, it's also expanded now to include notes, emails, calls, tasks, as well as all of the associations here. And I can actually get a list of all of the activities, I can see all of the emails. So it's basically just a more detailed version of the preview there and it's related to only one particular record, rather than being basically a list of everything like you would get with a view.
About RevPartners
RevPartners has set in motion the mission of democratizing revops for scaling companies. So far, the mission has been a success! A significant part of that success is due to our partnership with HubSpot, the #1 CRM company for scaling companies looking for an integrated platform experience to supercharge their growth. Our team of veteran revenue-growth experts holds 300+ HubSpot Certifications (12:1 cert to employee ratio) and has consistently demonstrated an ability to help scaling companies successfully adopt HubSpot. RevPartners has become the fastest-tiering solutions partner, reaching Diamond status in only five months after being founded and expected to gain Elite by mid 2022. Additionally, we are one of less than 30 global solutions partners to hold the Partner Scaled Onboarding and Advanced CRM Implementation Accreditations.
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