These are lists of contacts who should never receive emails from HubSpot. Exclusion lists could include partners, employees, vendors, consultants, investors, and other people who are in your contact base, but who should never receive email marketing campaigns. Another set of email settings to configure are delivery rules. This ensures that your email marketing campaigns and sales follow-up emails are never sent during the hours or days you don’t want them to be sent.
For example, you may
On Saturdays or Sundays. These rules should be configured during the initial installation. HubSpot CRM Dashboard and report settings Many companies use HubSpot for reporting and its dashboarding capabilities. If you have an idea of what metrics you want to track, set up reports and dashboards to monitor these metrics during the initial setup. If you’re unsure, set up some standard reports and dashboards during the initial setup and then customize them over time.
Not want to send emails
Lead scoring helps you prioritize and segment leads based on their engagement and readiness to convert . Many companies put off contact scoring while implementing HubSpot. It’s a tool they’ve never used before, they’re just starting to BM Leads understand, and in some cases they’re worried about how sales will use the data. However, it is relatively easy to use and should be part of any initial HubSpot CRM setup. Implementing a contact score allows you to prioritize contacts based on their interaction.