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Platform Solutions ’ M a rke‘|'| ng H u bTM
CRM Suite Everything you need to capture leads and turn them into customers. Calculate your price .1,
Free Tools
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’ Marketing Hub Starter (Includes 1,000 Marketing Contacts)
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$30/mo
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| MGy * ales Hu arter (Includes 2 paid users) billed monthly
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% Service Hub Starter (Includes 2
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2023 Annual Starter Hub Discount -$384.00
JD Mob $216.00
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Annual payment discount (10%) -$30.00
Search v $270.00
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1 year subscription, billed annually $486.00
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|VISV TRy WA 77V eJ
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2023 Annual Starter Hub Discount -$384.00
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1234 5678 9012 3456 &s CMS Hub Starter $206:00
Please enfer a value Annual payment discount (10%) -$30.00
$270.00
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1226 University Dr
Menlo Park, CA 94025
United States
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CRM Suite Grow your business in the areas that matter most with a custom toolkit.
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’ Mqueﬁng Hub Commit monthly Commit annually
Products Starter Professional Enterprise $30/m°
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Sales CRM Suite cost: $30/mo
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Customer Service $50/month per 1,000 additional marketing contacts | 4 noq ~ Marketing Hub Starter
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Compq ny Address 1 Year Subscription | Starts Apr 20, 2023 - Apr 19,
Used to calculate tax and will appear on billing 2024
documents.
@ Service Hub Starter (Includes 2
Users) $660:60
Company name * i
2023 Annual Starter Hub Discount -$384.00
JD Mob $216.00
Country * &s CMS Hub Starter szoees
. Annual payment discount (10%) -$30.00
B United States v $270.00
Address line 1 * Summary
1226 University Dr
Ty 1 year subscription, billed annually $486.00
Address line 2 Sales tax @
Order total (before tax) $486.00
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Merle Berk You save $414.00
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California v
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|COMPANY DETAILS
Compq ny Address 1 Year Subscription | Starts Apr 20, 2023 - Apr 19,
Used to calculate tax and will appear on billing 2024
documents.
@ Service Hub Starter (Includes 2
Users) $660:60
Company name * i
2023 Annual Starter Hub Discount -$384.00
JD Mob $216.00
Country * &s CMS Hub Starter szoees
. Annual payment discount (10%) -$30.00
B United States v $270.00
Address line 1 * Summary
1226 University Dr
Ty 1 year subscription, billed annually $486.00
Address line 2 Sales tax @
Order total (before tax) $486.00
City *
Menlo Park You save $414.00
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California v
Zip code *
94025
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PAYMENT DETAILS
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Used to calculate tax and will appear on billing 2924
documents.
@ Service Hub Starter (Includes 2
Address Users) $660:60
2023 Annual Starter Hub Discount -$384.00
JD Mob $216.00
1226 University Dr
Menlo Park, CA 94025
United States s CMS Hub Starter fTeses
Annual payment discount (10%) -$30.00
$270.00
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Summary
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1 year subscription, billed annually $486.00
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ Q -
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COMPANY DETAILS
Compq ny Address 1 Year Subscription | Starts Apr 20, 2023 - Apr 19,
Used to calculate tax and will appear on billing 2024
documents.
% Service Hub Starter (Includes 2
Users) $660:60
Company name * i
2023 Annual Starter Hub Discount -$384.00
$216.00
Country * &% CMS Hub Starter sfeees
Annual payment discount (10%) -$30.00
Search v $270.00
Address line 1 * Summary
1 year subscription, billed annually $486.00
Address line 2 Sales tax @
Order total (before tax) $486.00
Postal code *
You save $414.00
City / Town / Village *
State / Province / Region


Creating a contact

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2 of 9 complete (About 12 minutes total left)
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Operations Hub Free
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you've had in one place.
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o v Show more tasks

Get started with a 2 minute lesson on scaling your sales

potential

It's the quickest way to learn how to efficiently identify leads at scale, using your new CRM.

v
v Discover more tips and tricks (6)
|Current task: Create your first contact. Learn more Next Tasks v X
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v~ Communication subscriptions v Contact create attribution
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v Q o B 0 o @ @ ‘ v
User Guide DISCOVER WHAT YOUR TOOLS CAN DO STEPS TO GET STARTED WITH HUBSPOT
4 of 9 complete (About 9 minutes total left)
Get Started
Marketing Hub Free Recommended: Invite a teammate to help you get set up Progress: 44% (D
| Sales Hub Free HubSpot is designed for collaboration - share data, assign contacts and much more.
Service Hub Free . v Customize your deal stages
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About 2 minutes
Operations Hub Free
CMS Hub Free . Set them up to match your existing
sales process. Learn more
Invite a teammate to try HubSpot with you Skip for now
Unite your feam on one powerful, connected, and easy-to-use platform.
v Show more tasks
v

Get started with a 2 minute lesson on scaling your sales

potential

It's the quickest way to learn how to efficiently identify leads at scale, using your new CRM.

v
v Discover more tips and tricks (6)
|Current task: Create your first contact. Learn more Next Tasks v X
Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v Create contact X
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@ Sean Garcia (Sample ... sean.garcia@komscore.fr 714-767-1517 Unassigned v Tickets (0) + Add
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screenElements:
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pageType: Application Application Application Application Application Application Application Application Application Application Application Application Application

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newsletter. Be sure to add a link so the reader can learn more.
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Uploading files

pageType: Application Application Application Application

screenKeywords:
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TYPE UPLOAD MAP DETAILS
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-


Configuring chart

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Reporting a concern

screenPatterns:
Flag & Report
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pageType: Application Application Application Application Application Application

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X

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Reason *

Other v
Comment *

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s
May 3, 2021
The layout looked good initially. But lack of customisation opportunity was a furnoff. We spent hours trying
to customize it. There were just pieces of code everywhere to edit. What they showed in the demo, and in ac-
tuality was fotally different. Not worth the fime.
DINTW LLP | Version 14
|X

Report a concern X
Reason *

Select a reason v
Comment *

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s
May 3, 2021
The layout looked good initially. But lack of customisation opportunity was a furnoff. We spent hours trying
to customize it. There were just pieces of code everywhere to edit. What they showed in the demo, and in ac-
tuality was fotally different. Not worth the fime.
DINTW LLP | Version 14
|X
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THEME by Sprocket Rocket 42 reviews
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Other

May 3, 2021
The layout looked good initially. But lack of customisation opportunity was a furnoff. We spent hours trying
to customize it. There were just pieces of code everywhere to edit. What they showed in the demo, and in ac-
tuality was fotally different. Not worth the fime.
DINTW LLP | Version 14
|X

Report a concern X
Reason *

Other v
Comment *

This review is not helpful to me.

s
May 3, 2021
The layout looked good initially. But lack of customisation opportunity was a furnoff. We spent hours trying
to customize it. There were just pieces of code everywhere to edit. What they showed in the demo, and in ac-
tuality was fotally different. Not worth the fime.
DINTW LLP | Version 14
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Replying an email

pageType: Application Application Application

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Connecting email channel

screenPatterns:
Other Action
Other Action

pageType: Application Application Application Application Application Application Application

screenKeywords:
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CONNECT ACCOUNT EMAIL DETAILS CHANNEL AUTOMATION
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From name © Preview
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<jdoe.mobbin@gmail.com>

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your inbox account to your inbox setting up email forwarding
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|Contacts v Conversations Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ’ v
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qualifying leads,

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Account & Billing

screenElements:
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screenElements:
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screenKeywords:
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Products & Add-ons
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Free Mque"ng Tools Upgrade fo Marketing Hub Starter
Forms, Email marketing, Ad management, List Segmentation. See all features (7
Free Service Tools Upgrade fo Service Hub Starter
Ticketing, Live chat, Conversations inbox, Calling. See all features [
Free Sales Tools Upgrade fo Sales Hub Starter
Live chat, Conversational bots, Team email, Conversations inbox. See all features (£
Free Operatlons Tools Upgrade fo Operations Hub Starter
Data sync, Historical sync, App Marketplace integrations. See all features [
Free CMS Tools Upgrade fo CMS Hub Starter
Drag-and-drop editor, Mobile optimization, Blog, Website pages. See all features (7
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a pe -
Account & Billing
Overview Company Info Transactions Documents Delete Account
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Marketing Hub Professional - Marketing Contacts Upgrade to Marketing Hub Professional
Sales Hub Professional Upgrade to Sales Hub Professional
Service Hub Professional Upgrade fo Service Hub Professional
Operaﬁons Hub Professional Upgrade to Operations Hub Professional @
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ Q -
Account & Billing
Overview Company Info Transactions Documents Delete Account
Delete your HubSpot account
Delete this account (Hub ID 39539096) and everything associated with it
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} " o {9 A ‘ v
Trial Guide
Jane Doe
Explore your trial to the fullest with this step-by-step guide jdoe.mobbin@gmail.com
Profile & Preferences
% Marketing Hub Professional #3 Operations Hub Professional ¢ Sales Hub Professional .
JD Design S
39539096
. Add email address(es)
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Create dashboard
1-17 of 17 results
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= = Email Overview
Start with a dashboard of 6 reports that show the kind of requests your team receives over email.
= = Includes 6 default reports @
. o Marketing
o Start with a dashboard of 9 reports that focus on your website performance. Also performance and
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Team activities by activity date Contacts created and worked totals with deals created and won totals

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jdoe.mobbin@gmail.com received an email from Twitter
Today af 11:09 AM
Your phone number has been added to your account , CONTACTS CREATED CONTACTS ASSIGNED CONTACTS WORKED
Hi Jane Doe, Your phone number (+16282679041) has been added to your 19 1 1
account @Jdddmobbin. If you didn’t make this change, remove the number... ~
jdoe.mobbin@gmail.com received an email from Twitter
Today at 10:58 AM NEW DEALS CREATED DEALS CLOSED WON
New login to Twitter from ChromeDesktop on Mac N 1 o
Twitter We noticed a login to your account @Jdddmobbin from a new device.
Was this you? New login Location Manhattan, NY, USA *Location is approximat...
jdoe.mobbin@gmail.com received an email from Twitter
Today at 10:58 AM
[ DR F SRR PR T e LT T ey PR

Deal revenue forecast by stages Deal closed totals vs. goal

Date range: In the last 30 days Date range: In the last 30 days | Frequency: Daily

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|You have 11 days left in your Marketing Hub Professional trial. Go to trial guide Switch trial view v Show features v
Create dashboard
1-17 of 17 results Create dashboards from scratch
Search dashboards Q + New dashboard
Create dashboards from templates
— " " " Account-based Marketing
= I " " Start with a dashboard of 8 reports that answer questions about your account-based marketing (ABM)
II campaigns. See if your strategies are working and what you might want to do to improve them.
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= - i Chat Overview
— Start with a dashboard of 6 reports that show the kind of requests your team receives over chat.
= = Includes 6 default reports @
= = Email Overview
Start with a dashboard of 6 reports that show the kind of requests your team receives over email.
= = Includes 6 default reports @
|You have 11 days left in your Marketing Hub Professional trial. Go to trial guide Switch trial view v Show features v
Email Overview has been saved. Go to your dashboard. X
1-17 of 17 results
Search dashboards Q
= = Email Overview
Start with a dashboard of 6 reports that show the kind of requests your team receives over email.
= = Includes 6 default reports @
. o Marketing
o Start with a dashboard of 9 reports that focus on your website performance. Also performance and
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Email Overview dashboard template
Start with a dashboard of 6 reports that show the kind of requests your team
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Who would find this dashboard helpful?
» Customer service managers
Reports included in this dashboard:
(Use the checkbox to remove any reports you don't want.)
Email conversation totals by rep
Email average first response time by rep
Email closed totals by rep
Email average time to close by rep
Email conversation totals over time
Open email fotals by inbox


Setting up two-factor authentication

screenPatterns:
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Settings & Preferences
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screenKeywords:
Two-factor authentication
Backup Verification Codes
With 2FA enabled for your account, you’ll need these backup codes if you
ever lose your device. Without your device or a backup code, you'll have to
contact HubSpot support fo recover your account.
We recommend you print them to keep in a safe place.
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These codes were generated on April 20, 2023
0 have been used, 10 are still available.
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Download (PDF)
Cancel
|Two-factor authentication
Verify Authentication App
Entfer a code from your security or authentication app to
make sure everything works.
6-digit code
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|Two-factor authentication
Verify Authentication App
Enter a code from your security or authentication app to
make sure everything works.
6-digit code
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|Two-factor authentication
Register HubSpot
Scan this QR code with a security or authentication app like Google Authenticator, Authy
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ Q -
< Back Security
These preferences will only be applied to you. For account security settings please go to account settings.
Settings Q
Email address
Your Preferences
jdoe.mobbin@gmail.com
General
Edit email address
Notifications
| Security Password
Reset password
Account Setup Last reset on 18/04/2023
Account Defaults
Trusted Phone Number
Users & Teams
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Infegrations v Add a phone number used to occasionally verify your identity and receive other security-related alerts.
This phone number will never be used for sales or marketing purposes.
Marketplace Downloads
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Remove Security App
Privacy & Consent Primary method
Set up secondary method
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Properfies View backup codes
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Objects v
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ Q -
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These preferences will only be applied to you. For account security settings please go to account settings.

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jdoe.mobbin@gmail.com
General
L Edit email address
Notifications
| Security Password
Reset password

Account Setup Last reset on 18/04/2023

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Infegrations v Add a phone number used to occasionally verify your identity and receive other security-related alerts.
This phone number will never be used for sales or marketing purposes.

Marketplace Downloads
Two-factor authentication

Tracking & Analytics v
Set up two-factor authentication (2FA)

Privacy & Consent Two-factor authentication is an enhanced security measure. Once enabled, you'll be required to give two
types of identification when you log in to HubSpot. Security apps, such as Google Authenticator, and SMS
text message are supported.

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; Session Reset

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i Log Out of All Sessions

Objects 4 o ) IR
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Remove from this account

Tools This action will remove your user from this account. If you're part of other accounts, you'll still have access @
fo them.
|Two-factor authentication
How Would You Like to Secure Your Account?
Choose how you’ll confirm it’s you when you log in on the web.
HubSpot mobile app
Get a notification and approve login on your mobile device. No code
needed.
Authentication app
Enter a one-time code from an app like Google Authenticator, Authy, or
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Text message
Enter a one-time code sent via fext message.
Cancel


Settings

screenElements:
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Status Dot

screenElements:
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screenPatterns:
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Settings & Preferences
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screenKeywords:
Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ Q -
< Back Account Defaults
Seh‘ings O\ General Security Branding User Defaults Notification Profiles Currency
Branding
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Set your logo and colors for tools where you can show your branding. These settings will help you quickly choose brand options when
General creating public facing content.
Notifications
Security My Brand Kits
Manage assets and setftings for each of your company’s brands.
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ Q -
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Account Setup
Account Defaults NAME SOURCE RECORDS USER DATE
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Contact data export Jane Doe 04/18/2023
4 Contact data export N/A i bbi i 6:18 AM
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ Q -
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JD Design
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Properties
Objects & Company domain
Import & Export www.jddesign.com
Company address
Tools
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ Q -
< Back General

Seh‘ings O\ Profile Email Calling Calendar Tasks

These preferences only apply fo you.
Your Preferences
General

| Calendar
Notifications Connect your calendar to use HubSpot Meetings and calendar sync.
Security
ACCOUNT
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jdoe.mobbin@gmail.com

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. Calendar sync logs new meetings from your primary calendar to exisiting contacts in HubSpot.
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Properties
Objects v Meeting Scheduling Pages
A personal scheduling page that allows contacts to book available times directly to your account’s

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Tools Meetings

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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ Q -
< Back Users Seats Teams Presets
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NAME * TEAMS ACCESS LSST SCEE
Account Setup Jane Doe . . . 4
. i i Super Admin | Sales Professional | Service Professional 3 hours ago
jdoe.mobbin@gmail.com
Account Defaults
| Users & Teams jsmith.mobbin@gmail.com . . i .
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ Q -
< Back . .
Want to create your own notification? You can create custom notifications in workflows. X

Settings Q o

Notifications
Your Preferences : ;

Email Desktop Other apps Mobile app
General
| Notifications These preferences will only be applied to you.

Security

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Account Setup Please note: You can't unsubscribe from important emails about your account, like status and billing updates.
Account Defaults
Users & Teams ¢ Email

@ i ifi i i i ON V

Integrations & Email notifications will be sent to your inbox.
Marketplace Downloads
TR A What you get notified about
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Data Management
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Objects v > Ads
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P P > Blog

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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ Q -
< Back Security
These preferences will only be applied to you. For account security settings please go to account settings.

Settings Q
Email address

Your Preferences

jdoe.mobbin@gmail.com
General
L Edit email address
Notifications
| Security Password
Reset password

Account Setup Last reset on 18/04/2023

Account Defaults
Trusted Phone Number

Users & Teams
Add a trusted phone number

Infegrations v Add a phone number used to occasionally verify your identity and receive other security-related alerts.
This phone number will never be used for sales or marketing purposes.

Marketplace Downloads
Two-factor authentication

Tracking & Analytics v
Set up two-factor authentication (2FA)

Privacy & Consent Two-factor authentication is an enhanced security measure. Once enabled, you'll be required to give two
types of identification when you log in to HubSpot. Security apps, such as Google Authenticator, and SMS
text message are supported.

Data Management

; Session Reset

Properties

i Log Out of All Sessions

Objects 4 o ) IR
This will log you out of all devices and sessions, including this active one.

Import & Export
Remove from this account

Tools This action will remove your user from this account. If you're part of other accounts, you'll still have access @
fo them.
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ v
< Back General
Seh‘ings O\ Profile Email Calling Calendar Tasks
These preferences only apply fo you.
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First name
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Marketplace Downloads
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Data Management Language ©
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Format: April 20, 2023, 04/20/2023, 6:04 AM EDT, and 1,234.56
Tools
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ Q -
< Back Users Seats Teams Presets
Settings Q
This is where you can manage the seats in your account.
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General SERVICE PROFESSIONAL SEATS © SALES PROFESSIONAL SEATS ©
Notifications
Unlimited seats left Unlimited seats left
Security
Account Setup Search name or email Q| Status: All ~  Seat: All ~
Account Defaults
| Users & Teams NAME * SEAT INVITE STATUS LAST ACTIVE
Integrations v Jane Doe Service Professional Seat
’ . . . . ® Invite accepted 3 hours ago
Marketplace Downloads jdoe.mobbin@gmail.com Sales Professional Seat
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Service Professional Seat
. jsmith.mobbin@gmail.com @ Invite pending
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a oo -
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Seh‘ings O\ Profile Email Calling Calendar Tasks

These preferences only apply to you. For account level email management, go to email logging settings.
Your Preferences
General .

| Email

Notifications Connect your personal email accounts to HubSpot to log, frack, send, and receive emails in the HubSpot CRM. To manage any team

emails, go to inbox settings.
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} " o {9 A ‘ v
Trial Guide
Jane Doe
Explore your trial to the fullest with this step-by-step guide jdoe.mobbin@gmail.com
Profile & Preferences
% Marketing Hub Professional #3 Operations Hub Professional ¢ Sales Hub Professional .
JD Design S
39539096
. Add email address(es)
o ~ g B Invite your teammates Set up your HubSpot account
‘\ leys o . Email address Progress... 88%
’ / Let your teammates help you evaluate our features by adding
N S them to your trial [ ]
g (i)

Account & Billing
HubSpot Academy
Pricing & Features

SEO (S

Explore the SEO Product Updates
- N .

Optimize your SEO efforts 5 toolin an Projects

and see real ROI with @ interactive demo

integrated analytics Training & Services
Sign out Privacy policy

o,
B
Workflows Iﬂl "
NS Expl Kf

Automate marketing efforts Xplore worktiows

to tailor emails, content, &% \\" in an interactive @

offers, and outreach at scale 4 o) demo

-


Giving feedback

screenElements:
Tile
Text Field
Progress Indicator
Drawer

screenPatterns:
Select
Feedback
Guided Tour & Tutorial
Feedback

screenKeywords:
You have 7 days left in your Service Hub Professional trial. Go to trial guide Switch trial view v Show features v
Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ 9 -
User Guide DISCOVER WHAT YOUR TOOLS CAN DO STEPS TO GET STARTED WITH HUBSPOT
Get Started
. Progress: 100% (NN
Marketing Hub Free Recommended: Invite a teammate to help you get set up
| Sales Hub Free HubSpot is designed for collaboration - share data, assign contacts and much more.
Service Hub Free ) <><§
Invite a teammate Add some contacts
Operations Hub Free ’/
CMS Hub Free ~
Sales Hub Free setup complete

@ View your plan [y

Invite a teammate to try HubSpot with you Recommended for scaling your business:

Unite your team on one powerful, connected, and easy-to-use platform. Learn to affract and engage leads with your

marketing tools.
Thank you! X
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How can we improve it?
Help us improve by explaining your score.
s
|You have 7 days left in your Service Hub Professional trial. Go to trial guide Switch trial view v Show features v
Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ 9 -
User Guide DISCOVER WHAT YOUR TOOLS CAN DO STEPS TO GET STARTED WITH HUBSPOT
Get Started
. Progress: 100% (NN
Marketing Hub Free Recommended: Invite a teammate to help you get set up
| Sales Hub Free HubSpot is designed for collaboration - share data, assign contacts and much more.
Service Hub Free ) <><§
Invite a teammate Add some contacts
Operations Hub Free ’/
CMS Hub Free ~
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@ View your plan [y

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PR . PR R . . PR |l amrn tAa Attract Aand anAanas lande vwiith vanre

Thank you! X
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I enjoyed using it
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v Qa o 'E'-!‘ o Q {9 a ‘ v
User Guide
|GeT Started @ Track your deals in one place
DN
. . Improve your sales outreach with efficient email femplates and fracking
Marketing Hub Free
Sales Hub Free B ] 50% complete
i 3 tasks left (About 4 minutes)
Service Hub Free
Operations Hub Free 0 Customize your deal stages
Set them up to match your existing sales process.
CMS Hub Free
0 Invite your team
@ View your plan 2 Evaluate your new HubSpot fools together.
0 Import your data
Bring your contacts, companies, and deals over to HubSpot in one go.
Rename your deal pipeline
o i About 1 minute
Deal pipelines help track the progress of your deals from first confact to successful sale.
Create a deal
. . About 1 minute
Use deals in HubSpot to track potential revenue through your sales process.
Create a sales reporting dashboard
. . . . About 2 minutes
Organize your sales related reports into one view using a dashboard.
~ Show less
<
|You have 7 days left in your Service Hub Professional trial. Go to trial guide Switch trial view v Show features v
Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ 9 -
User Guide DISCOVER WHAT YOUR TOOLS CAN DO STEPS TO GET STARTED WITH HUBSPOT
Get Started
. Progress: 100% (NN
Marketing Hub Free Recommended: Invite a teammate to help you get set up
| Sales Hub Free HubSpot is designed for collaboration - share data, assign contacts and much more.
Service Hub Free ) <><§
Invite a teammate Add some contacts
Operations Hub Free ’/
CMS Hub Free ~
Sales Hub Free setup complete

@ View your plan [y

Invite a teammate to try HubSpot with you Recommended for scaling your business:

Unite your team on one powerful, connected, and easy-to-use platform. Learn to affract and engage leads with your

marketing tools.
.
Go to my dashboard
Get started with a 2 minute lesson on scaling your sales « Show more tasks
potential
How easy was it for you to get set up with HubSpot? X
e B o
|You have 7 days left in your Service Hub Professional trial. Go to trial guide Switch trial view v Show features v
Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ 9 -
User Guide DISCOVER WHAT YOUR TOOLS CAN DO STEPS TO GET STARTED WITH HUBSPOT
Get Started
. Progress: 100% (NN
Marketing Hub Free Recommended: Invite a teammate to help you get set up
| Sales Hub Free HubSpot is designed for collaboration - share data, assign contacts and much more.
Service Hub Free ) <><§
Invite a teammate Add some contacts
Operations Hub Free ’/
CMS Hub Free ~
Sales Hub Free setup complete

@ View your plan [y

Invite a teammate to try HubSpot with you Recommended for scaling your business:

Unite your team on one powerful, connected, and easy-to-use platform. Learn to affract and engage leads with your

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User guide (Sales)

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Guided Tour & Tutorial
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. STEPS TO GET STARTED WITH HUBSPOT
User Guide
HELPFUL INFORMATION 2 of 9 complete (About 12 minutes total left)
Get Started
. ~ Is my account really free? o0,
Marketing Hub Free Progress: 22% ([
It is. No catch. You have access to all HubSpot’s free products — including the CRM (customer
| Sales Hub Free relationship management system), marketing tools like forms, sales tools like email templates, and
Service Hub Free customer service tools like fickets and conversations — for as long as you like. You can store up to 1 v Create your first contact
million contacts and have up to 2,500 users in your free CRM account. About 2 minutes
Operations Hub Free
As your business grows, there are paid plans if you want to add extra functionality, or increase See all their details and interactions
CMS Hub Free specific feature limits. Learn more about HubSpot's products and add-ons (£ . you've had in one place.
Learn more
Create contact
> Does HubSpot have a mobile app?
Skip for now
> i i i 2 Wi i ?
Is my information safe in HubSpot? Will you read my emails or use my contacts? « Show more tasks
> Does HubSpot integrate with the other tools I'm using?
> Can I send bulk email from HubSpot?
> Will HubSpot work for my business? How customizable is HubSpot?
> How do I migrate data from my current CRM or spreadsheets to HubSpot?
> What can I report on in HubSpot?
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v Continue your account setup X v
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10 records Your import has started. Your contacts will appear here when finished. X Well done, you've started your import! We'll
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All contacts X My contacts Unassigned confacts your new contacts here when it’s done.
. . Once your contfacts are in, the User Guide will
Contact owner ~ Create date ~ Last activity da... ¥ Lead status ¥ = All filters (0) g
help understand how to put them fo use. You
can find it in your account menu.
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NAME EMAIL PHONE NUMBER CONTACT OWNER
@ 3. How to delete samp... - - Unassigned =
@ 4. About HubSpot's Li... - - Unassigned - -
@ 2. HubSpot's default c... - - Unassigned - -
@ 3. There are some def... - - Unassigned - -
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@ PLEASE REMOVE THE.. - - Unassigned - "
@ Sean Garcia (Sample ... sean.garcia@komscore.fr 714-767-1517 Unassigned - -
@ Brian Halligan (Sampl... bh@hubspot.com - Unassigned @ Hubspot, Inc. -
@ Maria Johnson (Samp... emailmaria@hubspot.com - Unassigned @ Hubspot, Inc. -
E] 25 per page ¥
|This is your guide for getting started

If you’re not sure what to do first, we’ll help you:
* Get your account set up and ready to use
e Learn what a CRM is, and how it can help your business
« Understand what your free tools can do
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v Q o B 0 o @ @ ‘ v
User Guide DISCOVER WHAT YOUR TOOLS CAN DO STEPS TO GET STARTED WITH HUBSPOT
2 of 9 complete (About 12 minutes total left)
Get Started
Marketing Hub Free Recommended: Invite a teammate to help you get set up Progress: 22% (D
| Sales Hub Free HubSpot is designed for collaboration - share data, assign contacts and much more.
Service Hub Free ) v Create your first contact
Invite a teammate Add some contacts
About 2 minutes
Operations Hub Free
CMS Hub Free . See all their details and interactions
you've had in one place.
Learn more
@ View your plan [y
- -
Invite a teammate to try HubSpot with you
Unite your feam on one powerful, connected, and easy-to-use platform. Skip for now
o v Show more tasks

Get started with a 2 minute lesson on scaling your sales

potential

It's the quickest way to learn how to efficiently identify leads at scale, using your new CRM.

v
v Discover more tips and tricks (6)
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v Q o B 0 o @ @ ‘ v
User Guide DISCOVER WHAT YOUR TOOLS CAN DO STEPS TO GET STARTED WITH HUBSPOT
2 of 9 complete (About 12 minutes total left)
Get Started
Marketing Hub Free Recommended: Invite a teammate to help you get set up Progress: 22% (D
| Sales Hub Free HubSpot is designed for collaboration - share data, assign contacts and much more.
Service Hub Free . v Create your first contact
Invite a teammate Add some contacts
About 2 minutes
Operations Hub Free
CMS Hub Free See all their details and interactions
~ you've had in one place.
Learn more
@ View your plan [y
- -
Invite a teammate to try HubSpot with you
Unite your feam on one powerful, connected, and easy-to-use platform. Skip for now
v > Customize your deal stages
About 2 minutes
Get started with a 2 minute lesson on scaling your sales > Filter your contacts
pOfenﬁGl About 1 minufe
It's the quickest way to learn how to efficiently identify leads at scale, using your new CRM.
> Connect your inbox
About 1 minufe
v
v Discover more tips and tricks (6) > Install the sales extension
About 2 minutes
o Y Qet un vour meetinac link
|. Invite a teammate to try HubSpot with you ST ) e G T e
User Guide :
. 2 of 9 complete (About 12 minutes total left)
Unite your feam on one powerful, connected, and easy-to-use platform.
Get Started
Marketing Hub Free v Skip for now
| Sales Hub Free
> Customize your deal stages
Service Hub Free . o . About 2 minutes
Get started with a 2 minute lesson on scaling your sales
Operations Hub Free potential
CMS Hub Free It's the quickest way to learn how to efficiently identify leads at scale, using your new CRM. > Filter your contacts
About 1 minufe
@ View your plan [y o
> Connect your inbox
About 1 minufe
v Discover more tips and tricks (6)
> Install the sales extension
About 2 minutes
HELPFUL INFORMATION
> Is my account really free? > Set up your meetings link
About 3 minutes
> Does HubSpot have a mobile app? > Invite your team
About 1 minufe
> Is my information safe in HubSpot? Will you read my emails or use my contacts? Create-your-aceount v
q f - > Impertyoeurdeate v
> Does HubSpot integrate with the other tools I'm using?
A~ Hide more tasks
> Can I send bulk email from HubSpot?


Installing app

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screenKeywords:
G Sign in with Google
Choose an account
to continue to Data sync by HubSpot
o Jane Doe
jdoe.mobbin@gmail.com
® Useanother account
To continue, Google will share your name, email address,
language preference and profile picture with Data sync by
HubSpot. Before using this app, you can review Data sync
by HubSpot's privacy policy and Terms of Service.
English (United Kingdom) v Help Privacy Terms
|. \
Connect Google Contacts
Jane Doe
jdoe.mobbin@gmail.com
Set up sync
Sync data the way you want. We'll walk you through the setup.
|-onnect your Google Conta
Connect Google Contacts
First, authorize Google Contacts to share data with HubSpot.
Set up sync
Sync data the way you want. We'll walk you through the setup.
|% Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
App Marketplace > Sales > Sales Enablement > Google Confacts
e Data Sync - Sync Google Contacts with HubSpot contacts View setup guide &7
HUBSPOT CERTIFIED APP
Overview Features Shared data Pricing Reviews
Details
Provider
HubSpot 7
Total installs
10,000+
Category
>
Features
Languages this HubSpot app is available in
Polish, Dutfch, Japanese, German, Finnish, Swedish,
Portuguese, English, Italian, French, and Spanish
n = | o ‘ Requirements
: : HubSpot Subscription

@ Compatible with your HubSpot plan 7
HubSpot Account Permissions @

Google Contacts Integration Overview No permissions required
|G Sign in with Google
Data sync by HubSpot wants
access to your Google Account
° jdoe.mobbin@gmail.com

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‘ Associate you with your personal info on

Google
‘ See your personal info, including any personal

info you've made publicly available
‘ See your primary Google Account email

address
B See, edit, download and permanently delete |:|

your contacts. Learn more
Make sure that you trust Data sync by HubSpot
You may be sharing sensitive info with this site or app. You
can always see or remove access in your Google Account.
Learn how Google helps you share data safely.
See Data sync by HubSpot's privacy policy and
Terms of Service.

Cancel Continue
|G Sign in with Google
Data sync by HubSpot wants
access to your Google Account
° jdoe.mobbin@gmail.com

Select what Data sync by HubSpot can access
‘ Associate you with your personal info on

Google
‘ See your personal info, including any personal

info you've made publicly available
‘ See your primary Google Account email

address
B See, edit, download and permanently delete

your contacts. Learn more
Make sure that you trust Data sync by HubSpot
You may be sharing sensitive info with this site or app. You
can always see or remove access in your Google Account.
Learn how Google helps you share data safely.
See Data sync by HubSpot's privacy policy and
Terms of Service.

Cancel Continue


Exporting data

screenKeywords:
- Export Contact Data X
Choose the information you'd like to export. (This is not a complete list of all contact
data stored in HubSpot.)

Contact activities
Associations
e Company associations
o Ticket associations
o Deals associations
e Engagement associations
e Conversation associations
Not getting our emails? Make sure that you've added HubSpot email addresses to your allowlist
and turned on your export notificationstZ
m
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
. . v Companies (1) + Add
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Abigail J Smitt b
g lvities Q Collapse all ~ Mobbin °
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v Deals (1) + Add
v About this contact .
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Mobile Design Project from Jane Doe Apr 19, 2023 at 8:30 AM GMT+8 Abigail Smith - New Deal
ngiailq"smﬁh obbin@amailcom Opt out of email il J Smith, jsmith.mobbin@gmail.com Amount: --
9 : 9 : iled Close date: April 30, 2023
f Stage: Appointment scheduled ~
Phone number Restore activity 2 gail,
+1(628) 267-9041 lis email finds you well. I am writing to request a brief meeting with you and your team i .
. . . . . View associated deals
Merge s on the new mobile design project you are launching. We are confident that our team
Contact owner
Jane Doe ~ Delete
v~ Tickets (0) + Add
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Opportunity ¥ Export contact data igned fo Jane Doe Due: Apr 21, 2023 at 8:00 AM GMT+8 Track the customer requests associated with
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April 2023 Set up payments
v Website activity
Website activity shows you how many times a Email - Subscripﬁon change Apr 18, 2023 at 6:11 PM GMT+8
o . i v Attachments
contact has visited your site and viewed your Subscribed to the Marketing Information communication subscription
paaes.
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
i q A v Companies (1) + Add
< Contacts Actions ~ Your contact data export is being prepared. v, °
When it's ready you'll receive an email with a link to the file.
Abigail J Smith -
g Search activities Q Collapse all ~ Mobbin °
Design Manager at Mobbin mobbin.com&? @
abigailsmith.mobbin@gmail.co ® Activity Notes Emails Calls Tasks Meetings Phone: --
m —
i . View associated companies
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Upcoming v Deals (1) + Add
v About this contact
> Email - Mobile Design Project from Jane Doe Apr 19, 2023 af 8:30 AM GMT+8 Abigail Smith - New Deal
Email to Abigail J Smith, jsmith.mobbin@gmail.com Amount: --
abigailsmith mobbin@gmail.com ® Scheduled Close date: April 30, 2023
Phone number Dear Abigail, Stage: Appointment scheduled ~
+1(628) 267-9041 I hope this email finds you well. I am writing to request a brief meeting with you and your team i .
i . . . . . View associated deals
to discuss on the new mobile design project you are launching. We are confident that our team
Contact owner
Jane Doe ~
v~ Tickets (0) + Add
Lifecycle stage
Opportunity ¥ > Task assigned to Jane Doe Due: Apr 21, 2023 at 8:00 AM GMT+8 Track the customer requests associated with
Lead status Confirm meeting details this record.
New ¥
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astcontacte > Task assigned to Jane Doe Due: Apr 30, 2023 at 8:00 AM GMT+8 v Payments (0)
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e lew property history contact using HubSpot Payments.
April 2023 Set up payments
v Website activity
Website activity shows you how many times a Email - Subscripﬁon change Apr 18, 2023 at 6:11 PM GMT+8
o . i v Attachments
contact has visited your site and viewed your Subscribed to the Marketing Information communication subscription
paaes.
|- Export Contact Data X
Choose the information you'd like to export. (This is not a complete list of all contact
data stored in HubSpot.)

Contact activities
Associations
e Company associations
o Ticket associations
o Deals associations
e Engagement associations
e Conversation associations
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m
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
. . v Companies (1) + Add
< Contacts Actions Overview Activities °
Abigail J Smith -
g Search activities Q Collapse all ~ Mobbin °
Design Manager at Mobbin mobbin.com&? @
abigailsmith.mobbin@gmail.co ® Activity Notes Emails Calls Tasks Meetings Phone: --
m —
i . View associated companies
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®
Upcoming v Deals (1) + Add
v About this contact
> Email - Mobile Design Project from Jane Doe Apr 19, 2023 af 8:30 AM GMT+8 Abigail Smith - New Deal
Email to Abigail J Smith, jsmith.mobbin@gmail.com Amount: --
abigailsmith mobbin@gmail.com ® Scheduled Close date: April 30, 2023
Phone number Dear Abigail, Stage: Appointment scheduled ~
+1(628) 267-9041 I hope this email finds you well. I am writing to request a brief meeting with you and your team i .
i . . . . . View associated deals
to discuss on the new mobile design project you are launching. We are confident that our team
Contact owner
Jane Doe ~
v~ Tickets (0) + Add
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Opportunity ¥ > Task assigned to Jane Doe Due: Apr 21, 2023 at 8:00 AM GMT+8 Track the customer requests associated with
Lead status Confirm meeting details this record.
New ¥
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astcontacte > Task assigned to Jane Doe Due: Apr 30, 2023 at 8:00 AM GMT+8 v Payments (0)
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Vi Il til Vi hista .
e lew property history contact using HubSpot Payments.
April 2023 Set up payments
v Communication subscriptions
Abigail J Smith has not specified any > Note by Jane Doe Apr 18, 2023 at 5:36 PM GMT+8
o . . . o . . . . v~ Attachments
preferences. Abigail is a creative and highly motivated individual with extensive experience in the


Adding a property

screenKeywords:
Filters (1) Data Visualization Export
——
Pr’OpeI"ﬁeS Date range: This quarter so far
Add properties to build this report with the data you CONTACH CEE RS LTSNS Sl
want. Data you select here can be visualized in the next
step. Twitter (7 4/20/2023 Lead
Selected properties Twitter (7 4/20/2023 Lead
¢ Create date x Grain & 4/20/2023 Lead
£ Lifecycle stage & John Smith 7 4/19/2023 Lead
P e — Judy Lane (7 4/19/2023 Lead
Johnny Mob (7 4/19/2023 Lead
Jane Smith (2 4/19/2023 Lead
Jane Doe 4 4/19/2023 Lead
Jade Small & 4/19/2023 Lead
CS Mole @ 4/19/2023 Lead
noreply@hubspot.com (7 4/19/2023 Lead
Jenner Paulino & 4/19/2023 Lead
Abigail Smith Smith (7 4/18/2023 Opportunity
Kerry Summers (Sample Contact) (7 4/18/2023 Lead
Sean Garcia (Sample Contact) (7 4/18/2023 Customer @
|Custom Contacts Report ¢ Next
Filters (1) Data Visualization Undo Export
N
Properﬁes Date range: This quarter so far
LAST CURRENTLY
Add properties to build this report with the data you CONTACT CREATE v SLRECYCEE ACTIVITY IN MESSAGE
. . . DATE SEACE DATE WORKFLOW
want. Data you select here can be visualized in the next
step. Twitter &7 4/20/2023 Lead 4/20/2023 - -
Selected properties
Twitter (7 4/20/2023 Lead 4/20/2023 - -
i Create date X
Grain 4 4/20/2023 Lead 4/20/2023 - -
i Lifecycle stage X
John Smith 4/19/2023 Lead - False -
Last activity date X
Judy Lane 4/19/2023 Lead - False -
Now in Workflow X
Johnny Mob 4/19/2023 Lead - False -
Message X
Jane Smith 4/19/2023 Lead - False -
Contact owner X
Jane Doe [ 4/19/2023 Lead - False -
Created X
" Jade Small (7 4/19/2023 Lead - False -
Entered Stage - Customer X
- CS Mole 4/19/2023 Lead - False -
Add Contact Property noreply@hubspot.com (7 4/19/2023 Lead 4/19/2023 - -
Jenner Paulino (¢ 4/19/2023 Lead - - -
Abigail Smith Smith (7 4/18/2023 Opportunity 4/19/2023 False -
Kerry Summers (Sample Contact) (7 4/18/2023 Lead - - Chocolate
Sean Garcia (Sample Contact) (7 4/18/2023 Customer - - Mint Chocolate Chkﬂ
|Filters (1) Data Visualization Undo Export
——
Pr’OpeI"ﬁeS Date range: This quarter so far
Add properties to build this report with the data you CONTACT CREATE DATE v LIFECYCLE STAGE LAST ACTIVITY DATE
want. Data you select here can be visualized in the next
step. Twitter (7 4/20/2023 Lead 4/20/2023
Selected properties Twitter (7 4/20/2023 Lead 4/20/2023
¢ Create date * Grain &7 4/20/2023 Lead 4/20/2023
£ Lifecycle stage & John Smith 7 4/19/2023 Lead -
£ Last activity date x Judy Lane (7 4/19/2023 Lead -
Add Contact Property Johnny Mob (7 4/19/2023 Lead -
Jane Smith (2 4/19/2023 Lead -
Jane Doe 4 4/19/2023 Lead -
Jade Small & 4/19/2023 Lead -
CS Mole @ 4/19/2023 Lead -
noreply@hubspot.com (7 4/19/2023 Lead 4/19/2023
Jenner Paulino & 4/19/2023 Lead -
Abigail Smith Smith (7 4/18/2023 Opportunity 4/19/2023
Kerry Summers (Sample Contact) (7 4/18/2023 Lead -
Sean Garcia (Sample Contact) (7 4/18/2023 Customer - @
|Custom Contacts Report ¢ Next
Filters (1) Data Visualization Export
N
< Back Date range: This quarter so far
CONTACT CREATE DATE v LIFECYCLE STAGE
Find a property Q
Twitter (7 4/20/2023 Lead
Contact activity
Twitter (7 4/20/2023 Lead
Campaign of last booking in meetings tool
Grain 4 4/20/2023 Lead
Date of last meeting booked in meetings tool = /20/
First conversion John Smith & 4/19/2023 Lead
First conversion date Judy Lane & 4/19/2023 Lead
Last Engagement Date Johnny Mob 2 4/19/2023 Lead
Last NPS survey comment
Jane Smith (2 4/19/2023 Lead
Last NPS survey datfe
Jane Doe 4 4/19/2023 Lead
Last NPS survey rating
o Jade Small (7 4/19/2023 Lead
Last activity date
Last contacted CS Mole & 4/19/2023 Lead
Medium of last booking in meetings tool noreply@hubspot.com (£ 4/19/2023 Lead
Membership notes Jenner Paulino & 4/19/2023 Lead
Message o . .
Abigail Smith Smith (7 4/18/2023 Opportunity
Next activity date
Kerry Summers (Sample Contact) (7 4/18/2023 Lead
Now in Sequence
Sean Garcia (Sample Contact) (7 4/18/2023 Customer
Now in Workflow