1. HubSpot Hacks
  2. Portal Administration

HubSpot Sales: Formatting your columns to help maximise conversations

Quickly understand what your leads are up to, allowing you to tailor your outreach and spark more meaningful conversations effortlessly.

HubSpot stands out as a powerful tool for managing contacts, marketing efforts, and sales pipelines. For those new to HubSpot, unlocking its full potential might seem challenging, where do you start?

Start with the basics. Formatting. 

In this 3 step hack, we'll introduce you to a quick way of formatting your contact view so that you can enable your teams to engage with leads more efficiently, fostering meaningful conversations and driving better results.

Visual learner? Watch Lily's video at the bottom of the page.

Step-by-Step Guide:

  1. Log in to your HubSpot account and navigate to the "Contacts" section.
  2. Once in the Contacts section, locate the "Edit Columns" button. This button is typically found near the top-right corner of the page.
  3. In the "Edit Columns" menu, look for the option to add new columns to your contact list. Search for and select the "Time of Last Session" and "Last Page Seen" columns.

Done! This three step method of viewing your contacts allows you to display valuable information about your website visitors, specifically when they last visited your site and which page they viewed

So what does this mean? Well now that you're armed with insights into your leads' recent activities, you can initiate personal outreach. Imagine someone has been exploring a particular product or service page. With this information at hand, you can call them and say, "Hey [Name], I noticed you were checking out our [Product/Service]. Is there anything specific you'd like assistance with?" This personalised approach goes beyond generic interactions, building connections with leads by demonstrating a genuine interest in their needs and behaviours.

Lily shows you how in this video!