Hello Guys, It’s John Ozuysal here.
Hubspot is fun when you use it with a team. So in this video, I am going to show you how you can merge your favorite contacts into one.
How to Merge Contacts in Hubspot
- Go to the Contacts dashboard.
- Navigate to the Contact that you want to keep as primary.
- Click Actions above the contact name for the dropdown menu, proceed by clicking Merge.
- From the menu that will pop-up, select the Content you want to merge with your primary one.
And that’s it! Also, here’s the video for a detailed explanation:
This tutorial was created by me ( 0 coding skills) If I can do it I am sure anyone else can create this tutorial with ease. If you are looking to smoothen your What is user onboarding? User onboarding is the crucial process that starts from the first login of a new user and ends up in their aha moment, and usually beyond…. experience you can try our no-code tool, UserGuiding!
UserGuiding helps companies to improve What is product adoption? Product adoption is the process where an individual learns of a new product and becomes a user of it, learning what it does, how it does… by designing interactive user onboarding flows.
Non-technical people can create step by step product walkthroughs, without any coding. UserGuiding also provides analytics to track the performance of the tours, What is User Segmentation User segmentation refers to the practice of dividing users based on common characteristics. This can help businesses in creating more optimized and personalized user experiences. To… to create more personalized experiences, What is NPS? NPS is the abbreviation of Net Promoter Score, which is a measurement of your customers’ satisfaction with your product on a scale of -100 to 100. It… for capturing feedback, and onboarding checklists for a wholesome user onboarding experience.
Give UserGuiding a FREE try, or schedule a demo from below:
Join 2,000+ teams creating better experiences.
14-Day Free Trial, with an extra 30-Day Money Back Guarantee!