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screenKeywords:
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. v Companies (1) + Add
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Abigail J Smith -
g Search activities Q Collapse all ~ Mobbin Q
Design Manager at Mobbin mobbin.com&? @
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i . View associated companies
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v About this contact " x
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> Email - Mobile Design Project from Jane [ LB pi
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abigailsmith.mobbin@gmail.com ® Scheduled Confirm meeting details
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1(628) 267-9041 i il fi iti . . .
+1(628) I hope this email finds you well. I am writing In 3 business days (Friday) ~ | @ 800 AM No reminder ~
to discuss on the new mobile design project
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ v
. v Companies (1) + Add
< Contacts Actions ~ Overview Activities °
Abigail J Smith -
g Search activities Q Collapse all ~ Mobbin Q
Design Manager at Mobbin mobbin.com&? @
abigailsmith.mobbin@gmail.co ® Activity Notes Emails Calls Tasks Meetings Phone: --
m —
i . View associated companies
Filter by: Filter activity (21/30) v  All users v
00000Q
Upcoming v Deals (1) + Add
v About this contact " x
v
> Email - Mobile Design Project from Jane [ LB pi
Email to Abigail J Smith, jsmith.mobbin@gmail.co
bigailsmith.mobbi il. . . .
abigailsmith.mobbin@gmail.com ® Scheduled Confirm meeting details
Phone number Dear Abigail, eduled ~
Due date @ Send reminder @
1(628) 267-9041 i il fi iti . . .
+1(628) I hope this email finds you well. I am writing In 3 business days (Friday) ~ | @ 800 AM No reminder ~
to discuss on the new mobile design project
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> Note by Jane Doe
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ 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
Filter by: Filter activity (21/30) v  All users v
®
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 30, 2023 at 8:00 AM GMT+8 Track the customer requests associated with
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v Communication subscriptions
Abigail J Smith has not specified any
> Note by Jane Doe Apr 18, 2023 at 5:23 PM GMT+8 v Attachments
preferences.
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ 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 Create a task ——
i . View associated companies
Filter by: Filter activity (21/30) v  All users v
®
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 30, 2023 at 8:00 AM GMT+8 Track the customer requests associated with
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Wi Cll eppaics View property history > Note by Jane Doe Apr 18, 2023 at 5:36 PM GMT+8 contact using HubSpot Payments.
Abigail is a creative and highly motivated individual with extensive experience in the
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v Communication subscriptions
Abigail J Smith has not specified any
> Note by Jane Doe Apr 18, 2023 at 5:23 PM GMT+8 v Attachments
preferences.
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ v
. v Companies (1) + Add
< Contacts Actions ~ Overview Activities °
Abigail J Smith -
g Search activities Q Collapse all ~ Mobbin Q
Design Manager at Mobbin mobbin.com&? @
abigailsmith.mobbin@gmail.co ® Activity Notes Emails Calls Tasks Meetings Phone: --
m oE——
i . View associated companies
Filter by: Filter activity (21/30) v  All users v
00000Q
Upcoming v Deals (1) + Add
v About this contact " x
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> Email - Mobile Design Project from Jane [ LB pi
Email to Abigail J Smith, jsmith.mobbin@gmail.co
bigailsmith.mobbi il.
abigailsmith.mobbin@gmail.com ® Sscheduled Enter your task
Phone number Dear Abigail, eduled ~
Due date @ Send reminder @
+1 (628) 267-9041 i il fi iti . . .
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to discuss on the new mobile design project
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v Communication subscriptions
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> Note by Jane Doe
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|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
Filter by: Filter activity (21/30) v  All users v
®
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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o . . . o . . . . v~ Attachments
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Creating a follow up task

actions:
Adding & Creating
Scheduling

appName: HubSpot

appCategory: Business

appTagline: Software, tools, resources for your business

companyHqRegion: US & Canada

companyStage: Public & Mature

platform: web

pageType: Application

hotspotType: Click

screenElements:
Date Picker
Skeleton

screenPatterns: Calendar Loading Schedule

pageType: Application Application Application Application Application Application Application

allAppCategories: CRM Business

screenKeywords:
Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
< Contacts Actions ~ Overview Activities ° v Companies (D +add
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
> Task assigned to Jane Doe Due: Apr 30, 2023 af 8:00 AM GMT+8 Abigail Smith - New Deal
Email i iqai i Amount: --
I . . Follow up with Abigail J Smith
abigailsmith.mobbin@gmail.com Close date: April 30, 2023
Phone number Stage: Appointment scheduled ~
+1 (628) 267-9041 April 2023 ] )
View associated deals
Contact owner
> Note by Jane Doe Apr 18, 2023 at 5:36 PM GMT+8
Jane Doe ~ .
Abigail is a creative and highly motivated individual with extensive experience in the v Tickets (0) +Add
Lifecycle stage Aacinn indiietry Theu mananed cavaral dacinn teame in A6 c e and hae
Opportunity ¥ Track the customer requests associated with
Lead status this record.
New + > Note by Jane Doe Apr 18, 2023 at 5:23 PM GMT+8
Last contacted v Payments (0)
- Lifecycle change Apr 18, 2023 at 4:05 PM GMT+8
f f f . e A Collect and track payments associated with this
T Vit premeriy SRy The lifecycle stage for this contact was updated to Opportunity. View details (£ i
contact using HubSpot Payments.
L L. Deal activity Apr 18, 2023 at 4:05 PM GMT+8 Set up payments
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ v
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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 —
View associated companies
Filter by: Filter activity (21/30) v  All users ~
00000Q
April 2023 v Deals (1) + Add
v About this contact
> Note by Jane Doe Apr 18, 2023 at 5:23 PM GMT+8 Abigail Smith - New Deal
Em_cil o ) ) Amount: --
abigailsmith.mobbin@gmail.com ) . Close date: April 30, 2023
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v Communication subscriptions
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Abigail J Smith has not specified any Create a task to follow up: 04/21/2023
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ 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
Filter by: Filter activity (21/30) v  All users v
000000
April 2023 v Deals (1) + Add
v About this contact
> Note by Jane Doe Apr 18, 2023 at 5:23 PM GMT+8 Abigail Smith - New Deal
Email Amount: --
abigailsmith.mobbin@gmail.com ) . Close date: April 30, 2023
Lifecycle change Aacl2 2022 cbaas D i TLg
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The lifecycle stage for this contact was upd @A \ ] =] 72 X
+1 (628) 267-9041
Contact owner L Abigail is a creative and highly motivated individual with extensive
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ v
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g Search activities Q Collapse all ~ Mobbin °
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m oE——
i . View associated companies
Filter by: Filter activity (21/30) v  All users v
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Upcoming v Deals (1) + Add
v About this contact
Abigail Smith - New Deal
Email Amount: --
abigailsmith.mobbin@gmail.com Close date: April 30, 2023
Phone number Stage: Appointment scheduled ~
+1 (628) 267-9041 April 2023 . ]
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v~ Tickets (0) + Add
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New ~ > Note by Jane Doe Apr 18, 2023 at 5:23 PM GMT+8
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Collect and track payments associated with this
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v Communication subscriptions Deal activity Apr 18, 2023 at 4:05 PM GMT+8
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Abigail J Smith has not specified any
[ v Attachments
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ v
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Abigail J Smith .
g Search activities Q Collapse all ~ Mobbin °
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m D
i . View associated companies
Filter by: Filter activity (21/30) v  All users ~
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April 2023 v Deals (1) + Add
v About this contact
> Note by Jane Doe Apr 18, 2023 at 5:23 PM GMT+8 Abigail Smith - New Deal
Email Amount: --
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Lifecycle change Aor 18 20207 ot 405 DM CMTLg
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+1 (628) 267-9041
Contact owner e Abigail is a creative and highly motivated individual with extensive
Deal activity . s P . .
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ 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
Filter by: Filter activity (21/30) v  All users v
000000
April 2023 v Deals (1) + Add
v About this contact
> Note by Jane Doe Apr 18, 2023 at 5:23 PM GMT+8 Abigail Smith - New Deal
Email Amount: --
abigailsmith.mobbin@gmail.com ) . Close date: April 30, 2023
Lifecycle change Anr 18 20207 ot 405 DM CMTLg
Phone number ,y g . eduled ~
The lifecycle stage for this contact was upd @A \ ] =] 72 X
+1 (628) 267-9041
Contact owner L Abigail is a creative and highly motivated individual with extensive
Deal activity . s P . .
Jane Doe + experience in the design industry. They managed several design teams in
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ v
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i . View associated companies
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v About this contact
> Note by Jane Doe Apr 18, 2023 at 5:23 PM GMT+8 Abigail Smith - New Deal
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Phone number ,y g . eduled ~
The lifecycle stage for this contact was upd @A \ ] =] 72 X
+1 (628) 267-9041
Contact owner L Abigail is a creative and highly motivated individual with extensive
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Jane Doe + experience in the design industry. They managed several design teams in
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v Communication subscriptions
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Abigail J Smith has not specified any Create a task to follow up: 04/30/2023
preferences.


Setting up marketing account

screenElements:
Checkbox
Dropdown Menu

screenPatterns:
Account Setup
Account Setup
Feature Info

pageType: Application Application Application Application Application Application Application Application Application Application Application Application

screenKeywords:
~ Account-Based Marketing setup X
ACTIVATE ACCOUNT-BASED MARKETING FEATURES
Activate account-based marketing features
To get the most from target accounts, start by activating all account-based
marketing features in HubSpot. Learn more (7
Company records
See stakeholders, outreach, and engagement, all in one place
Dashboards
Measure your success with reports tailored to your strategy
Lists
Target the specific contacts and companies that matter
Workflows
Use new templates to sort and manage your companies
|~ Account-Based Marketing setup X
CHOOSE TARGET ACCOUNTS
Choose tqrget accounts
Choose high-value companies fo populate your new account-based marketing
features. You can also choose target accounts by:
» Bulk-editing the “target account” property on the Companies page.
* Importing a list of companies with a column matched to the true/false
"target account” property.
Search Q
COMPANY
Hello Unicorn
@ Hubspot, Inc.
Komscore
° Mobbin
lomss  Morningstar, Inc
|Account-Based Marketing setup X
GOALS

What is your primary goal with account-based

marketing?

This answer won't affect your new features.
|Contacts Conversations v Marketing v Sales v Service v Automation v Reports v (o} " o {9 @ ‘ v
Target accounts All owners ~ Ideal Customer Profile Tier v Industry ~ Lifecycle stage ~
| All
No open tasks
TARGET ACCOUNTS ACCOUNTS WITH OPEN DEALS OPEN DEAL VALUE MISSING ANY BUYING ROLE MISSING DECISION MAKERS
No logged calls 6 0 $O 6 6
No meetings Total chosen companies 0% of target accounts Avg $0 per deal 100% of target accounts 100% of target accounts
No open deals
No decision maker Search target accounts Q
Blockers
COMPANY CONTACTS OPEN DEALS OPEN DEAL VALUE LAST TOUCH @ LAST ENGAGEMENT © -
Find target accounts
Sharksville 0 0 $0 No outreach No engagement
Recommendations (i
Prospects [y
Hubspot, Inc. 2 0 $0 No outreach No engagement
iomsi  Morningstar, Inc 1 0 $0 No outreach No engagement
° Mobbin 1 0 $0 No outreach No engagement
Paper Line 0 0 $0 No outreach No engagement
Hello Unicorn 0 0 $0 No outreach No engagement @
|Contacts Conversations v Marketing v Sales v Service v Automation v Reports v (o} " o {9 @ ‘ v
Choose more target accounts
Target accounts All owners ~ Ideal Customer Profile Tier v Industry ~ Lifecycle stage ~ g
All .
Choose companies from your HubSpot
No open tasks database that you would like to mark as
TARGET ACCOUNTS ACCOUNTS WITH OPEN DEALS OPEN DEAL VALUE MISSING AN
target accounts.
No logged calls 6 0 $O
. You can also do this by updating the "Target
No meetings Total chosen companies 0% of target accounts Avg $0 per deal 100% of ta .
Account” company property. This can be
No open deals done when you edit multiple companies,
import a CSV file, or update an individual
No decision maker Search target accounts Q company record.
Blockers
COMPANY CONTACTS OPEN DEALS OPEN DEAL VALUE w
30f3 Finish
Find target accounts
Sharksville 0 0 $0 No outreach No engagement
Recommendations (i
Prospects [y
Hubspot, Inc. 2 0 $0 No outreach No engagement
iomsi  Morningstar, Inc 1 0 $0 No outreach No engagement
° Mobbin 1 0 $0 No outreach No engagement
Paper Line 0 0 $0 No outreach No engagement
Hello Unicorn 0 0 $0 No outreach No engagement @
|Contacts Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ v
,_____________-® Unite your marketing and
Y] ]
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@ Dalia Dunn ddunn@marketinginsider.de +39 334 614 2231 Customer Jules Smith

@ Parker Crain parker.crain@redapple.com +353 (0)90 6442533 Customer Jules Smith

@ Gareth Campion gcampion@freshstart.co.uk 54991247089 Customer Jules Smith

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@ Santiago Bourgault bourgault@sanctuary.it +32472982480 Customer Jules Smith

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All contacts labelled as an Influencer 0 Active Contact Apr 18, 2023 7:02 PM - Account Based Advertising 0
All contacts labelled as an Champion 0 Active Contact Apr 18, 2023 7:02 PM - Account Based Advertising 0
All contacts labelled as a Budget Hol... 0 Active Contact Apr 18, 2023 7:02 PM - Account Based Advertising 0
All contacts labelled as a Decision M... 0 Active Contact Apr 18, 2023 7:02 PM - Account Based Advertising 0
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appName: Signal

appCategory: Social Networking

appTagline: Say “hello” to privacy

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v Kerry Summers (Sam... wms  Morningstar, Inc ksummers@morningstar.co... 482-7768 Unassigned --
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@ Rebekah Wang (Sam... Redelivery rwang@redelivery.co.uk 815-245-4413 Unassigned -
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ v
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< 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 —
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Upcoming v Deals (1) + Add
v About this contact
> Task assigned to Jane Doe Due: Apr 21, 2023 af 8:00 AM GMT+8 Abigail Smith - New Deal
Email - : : Amount: --
I . . Confirm meeting details
abigailsmith.mobbin@gmail.com Close date: April 30, 2023
Phone number Stage: Appointment scheduled ~
+1(628) 267-9041 > Task assigned to Jane Doe Due: Apr 30, 2023 at 8:00 AM GMT+8 . ]
. o . View associated deals
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Contact owner
Jane Doe ~
v~ Tickets (0) + Add
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|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ v
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< 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
Filter by: Filter activity (21/30) v  All users v
®
April 2023 v Deals (1) + Add
v About this contact
> Note by Jane Doe Apr 18, 2023 at 5:23 PM GMT+8 Abigail Smith - New Deal
Email Amount: --
abigailsmith.mobbin@gmail.com Close date: April 30, 2023
Lifecycle change Apr 18, 2023 at 4:05 PM GMT+8 .
Phone number Stage: Appointment scheduled ~
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+1 (628) 267-9041 . .
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Contact owner ..
Deal activity Apr 18, 2023 at 4:05 PM GMT+8
Jane Doe ~ .
Jane Doe moved deal Abigail Smith - New Deal [Z' to Appointment scheduled. View details v Tickets (0) + Add
Lifecycle stage 7
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New ~ Deal activity Apr 18, 2023 at 4:05 PM GMT+8
Jane Doe created deal Abigail Smith - New Deal (7
Last contacted v Payments (0)
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Vi Il i Vi hist ifecycle change Apr 18, 2023 at 3:50 PM GMT+8 .
e lew property history Y 9 contact using HubSpot Payments.
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v Communication subscriptions
This contact was created from Offline Sources from CRM UI Apr 18, 2023 at 3:50 PM GMT+8
Abigail J Smith has not specified any
v~ Attachments
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Creating an email

hotspotType: Hover

screenKeywords:
Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
< Contacts Actions ~ Overview Activities ° v Companies (D +add
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
Filter by: Filter activity (21/30) v  All users v
)
Upcoming v Deals (1) + Add
v About this contact
> Task assigned to Jane Doe Due: Apr 30, 2023 af 8:00 AM GMT+8 Abigail Smith - New Deal
Email i iqai i Amount: --
I . . Follow up with Abigail J Smith
abigailsmith.mobbin@gmail.com Close date: April 30, 2023
Phone number Stage: Appointment scheduled ~
+1 (628) 267-9041 April 2023 ] )
View associated deals
Contact owner
> Note by Jane Doe Apr 18, 2023 at 5:36 PM GMT+8
Jane Doe ~ .
Abigail is a creative and highly motivated individual with extensive experience in the v Tickets (0) +Add
Lifecycle stage Aacinn indiietry Theu mananed cavaral dacinn teame in A6 c e and hae
Opportunity ¥ Track the customer requests associated with
Lead status this record.
New + > Note by Jane Doe Apr 18, 2023 at 5:23 PM GMT+8
Last contacted v Payments (0)
- Lifecycle change Apr 18, 2023 at 4:05 PM GMT+8
f f f . e A Collect and track payments associated with this
T Vit premeriy SRy The lifecycle stage for this contact was updated to Opportunity. View details (£ i
contact using HubSpot Payments.
L L. Deal activity Apr 18, 2023 at 4:05 PM GMT+8 Set up payments
v Communication subscriptions
Jane Doe moved deal Abigail Smith - New Deal [Z' to Appointment scheduled. View details
Abigail J Smith has not specified an [y
9 P v v~ Attachments
preferences.
|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: --
Create an email ——
i . View associated companies
Filter by: Filter activity (21/30) v  All users v
®
Upcoming v Deals (1) + Add
v About this contact
> Task assigned to Jane Doe Due: Apr 30, 2023 af 8:00 AM GMT+8 Abigail Smith - New Deal
Email : o f Amount: --
I . . Follow up with Abigail J Smith
abigailsmith.mobbin@gmail.com Close date: April 30, 2023
Phone number Stage: Appointment scheduled ~
+1 (628) 267-9041 April 2023 ] ]
View associated deals
Contact owner
> Note by Jane Doe Apr 18, 2023 at 5:36 PM GMT+8
Jane Doe ~ .
Abigail is a creative and highly motivated individual with extensive experience in the v Tickets (0) +Add
Lifecycle stage Aacinn indiietry Theu mananed cavaral dacinn teame in A6 c e and hae
Opportunity ¥ Track the customer requests associated with
Lead status this record.
New + > Note by Jane Doe Apr 18, 2023 at 5:23 PM GMT+8
Last contacted v Payments (0)
- Lifecycle change Apr 18, 2023 at 4:05 PM GMT+8
f f f . e A Collect and track payments associated with this
T Vit premeriy SRy The lifecycle stage for this contact was updated to Opportunity. View details (£ i
contact using HubSpot Payments.
L L. Deal activity Apr 18, 2023 at 4:05 PM GMT+8 Set up payments
v Communication subscriptions
Jane Doe moved deal Abigail Smith - New Deal [Z' to Appointment scheduled. View details
Abigail J Smith has not specified an [y
9 P v v~ Attachments
preferences.
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} " o {9 A ‘ v
. - v Companies (1) + Add
< Contacts Actions Overview Activities °
Abigail J Smith -
9 Search activities Q Collapse all ~ Mobbin Q
Design Manager at Mobbin mobbin.com? @
abigailsmith.mobbin@gmail.co ® Activity Notes Emails Calls Tasks Meetings Phone: --
m —
. . View associated companies
Filter by: Filter activity (21/30) v  All users v
®
Upcoming v Deals (1) + Add
v About this contact
> Task assigned to Jane Doe Due: Apr 30, 2023 af 8:00 AM GMT+8 Abigail Smith - New Deal
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I . . Follow up with Abigail J Smith
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v~ Communication subscriptions Y B I YU L More 8 @ & Insert Associated with 3 records
Jane Doe moved deal Abigail Smith - N
Abigail J Smith has not specified any (2 Create a task to follow up
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Saving a view

screenPatterns: Save Save

screenKeywords:
Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ v
5 records Success. Company View was created. % Data Quality Actions Import Create contact
All contacts My contacts Unassigned contacts Company View X + Add view (4/50) All views
(1) Contact ow... ~ Create date v Last activity da... ¥ Lead status ¥ = All filters (2) Clear All H Save view
Search name, phone, er Q Export Edit columns
NAME EMAIL PHONE NUMBER CONTACT OWNER PRIMARY COMPANY LAS
wmw  Kerry Summers (Sam... ksummers@morningstar.co... 482-7768 Unassigned wms  Morningstar, Inc --
@ Sean Garcia (Sample ... sean.garcia@komscore.fr 714-767-1517 Unassigned Komscore -
@ Rebekah Wang (Sam... rwang@redelivery.co.uk 815-245-4413 Unassigned Redelivery -
@ Brian Halligan (Sampl... bh@hubspot.com - Unassigned @ Hubspot, Inc. -
@ Maria Johnson (Samp... emailmaria@hubspot.com - Unassigned @ Hubspot, Inc. -
E] 25 per page ¥
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ v
o Pato qualy
5 records

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NAME EMAIL PHONE NUMBER CONTACT OWNER This is a HubSpot standard view or

. . creafted by someone else. Save as
wmw  Kerry Summers (Sam... ksummers@morningstar.co... 482-7768 Unassigned .
new view fo keep your changes.
@ Sean Garcia (Sample ... sean.garcia@komscore.fr 714-767-1517 Unassigned
Reset

@ Rebekah Wang (Sam... rwang@redelivery.co.uk 815-245-4413 Unassigned

@ Brian Halligan (Sampl... bh@hubspot.com - Unassigned Save as new

@ Maria Johnson (Samp... emailmaria@hubspot.com - Unassigned @ Hubspot, Inc. -

E] 25 per page ¥
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ v
v
o Pato qualy
5 records
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(1) Contact ow... ~ Create date v Last activity da... ¥ Lead status ¥ = All filters (2) Clear All H Save view
Search name, phone, er Q Export Edit columns
NAME EMAIL PHONE NUMBER CONTACT OWNER PRIMARY COMPANY LAS
wmw  Kerry Summers (Sam... ksummers@morningstar.co... 482-7768 Unassigned wms  Morningstar, Inc --
@ Sean Garcia (Sample ... sean.garcia@komscore.fr 714-767-1517 Unassigned Komscore -
@ Rebekah Wang (Sam... rwang@redelivery.co.uk 815-245-4413 Unassigned Redelivery -
@ Brian Halligan (Sampl... bh@hubspot.com - Unassigned @ Hubspot, Inc. -
@ Maria Johnson (Samp... emailmaria@hubspot.com - Unassigned @ Hubspot, Inc. -
E] 25 per page ¥
|‘Create a new saved view
Name *
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Everyone
|‘Create a new saved view
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Shared with *

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