Some teams prefer to see and manage leads via the contacts screen in HubSpot versus via lists.
Like lists, contact tabs can filter contact records and provide detailed information about contacts who have submitted a form, including activities they have taken on websites, their Preferred college, their Program area, their Student lifecycle status, and much more
To see your college’s contacts, navigate in HubSpot to CRM, and then select Contacts.
Here, you will see tabs with filters for contact records that have already been set up for your college.
If you are unable to see contacts, you will need to reach out to your college enrollment and marketing teams for permission.
To create a new contacts view, select Add view, then Create new view, give it a Name, and choose who you would like to share it with.
If you set your view to Private, only you will see it. If you set it to My team, everyone at your college with access to that team in HubSpot will see it. And if you set it to Everyone, all users in the HubSpot system will see it.
Once your view is ready, you can now add filters to it to show only the contacts you want to see.
To do so, select Advanced filters and apply the filtering logic.
The first filter you should always apply is the Business unit contact property so that you are only seeing contact records assigned to your college. To do this, select Contact properties then Business unit then your college.
In this example, we will add two additional filters to show you how filtering logic works. Now that we have the college Business unit selected, we will apply another filter so we are only seeing form submissions where a user has expressed interest in a Nursing program.
We will also apply a filter so we are only seeing students currently in Prospect status, meaning they have only filled out a form and have not yet moved on to the next step of completing an Admissions application.
As you can see, we now have a list of prospective students at this college who have expressed interest in the Nursing program.
Once your view is finished, make sure to hit “save” to ensure it is available next time you log in.
For detailed instructions on managing contacts, see our HubSpot Knowledge Base.
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For additional instructions on creating and managing formscontacts, view all HubSpot Record articles. |