Collect analytical data for

PrisilaBS

By placing one small script on the site pages, you can save your website form data in HubSpot even if these are forms from another system, HubSpot will save them, try to recognize the fields and even create contacts if in the form you ask for name, email, phone number, etc. reports collect data about user actions place forms, pop ups and chat on the site. After this, you may want to migrate your current contact database to HubSpot. This can be done in two ways use the built in import functionality contact a certified agency, and we will transfer all information from your old CRM. Before importing contacts.

You need to think about what additional information about photo editing servies contacts you want to store, and create custom fields for contacts in the system settings. If the required fields are configured, then import is accomplished by simply loading a csv file. In addition to contacts, you can import deals and notes. You can add any information about the client from your old CRM to notes. For example, the history of calls, meetings, email correspondence.



The next important step is setting up deal stages stages of the sales process . You can set up a simple funnel consisting of, for example, three stages lead, negotiations, deal won, deal lost. Or you can write down other stages of complex multi stage sales potential lead, first call, first meeting, demonstration, tender, negotiations, contract sent, contract signed.