how to search for business info in hubspot crm

🔍 How to Search for Business Info in Hubspot CRM: Your Ultimate Guide 🔎Introduction:Welcome to our guide on how to search for business info in Hubspot CRM! As a business owner or marketer, you understand the importance of having reliable and accurate data at your fingertips. This is where Hubspot CRM comes in handy – it’s a powerful tool that can help you manage your contacts, deals, and sales pipeline. But with so many features available, it can be overwhelming to know where to start.In this guide, we’ll cover everything you need to know about searching for business info in Hubspot CRM. From basic searches to advanced queries, we’ll show you how to leverage the power of Hubspot CRM to find the information you need quickly and easily.How to Search for Business Info in Hubspot CRM:1. Basic Search Functionality:The first step in searching for business info in Hubspot CRM is to understand the basic search functionality. To access the search bar, simply click on the magnifying glass icon in the top right-hand corner of the screen.From here, you can enter any keyword or phrase related to the information you’re looking for. Hubspot CRM will search through all of your contacts, deals, and other data to show you the most relevant results.2. Advanced Search Queries:If you need more specific results, you can use advanced search queries to refine your search. You can search for contacts based on specific attributes such as name, email address, phone number, or company name.To create an advanced search query, click on the “Advanced” button next to the search bar. From here, you can select the search criteria that are most relevant to your needs.3. Saved Filters:Once you’ve created an advanced search query, you may want to save it for future use. This is where saved filters come in handy – they allow you to quickly access your most frequently used search queries without having to recreate them each time.To save a filter, simply click on the “Save Filter” button at the bottom of the search results page. Give your filter a name and click “Save”.4. Custom Properties:In addition to the standard contact properties available in Hubspot CRM, you can also create custom properties to store additional information that’s essential to your business. Custom properties can be used to store data such as product preferences, customer feedback, or any other relevant information.To create a custom property, go to the “Contacts” section of Hubspot CRM, click on “Settings”, and then select “Properties”. From here, you can create a new custom property and assign it to specific contact records.5. Multiple Search Queries:If you need to search for multiple criteria at once, you can use multiple search queries to refine your results. For example, you could search for contacts with the title “Marketing Manager” who work at companies with at least 50 employees.To create multiple search queries, use the “Add Another Filter” button on the advanced search page. This allows you to add additional search criteria to your query.6. Boolean Operators:If you’re familiar with Boolean logic, you can use Boolean operators to create complex search queries. Boolean operators are used to combine multiple search criteria using logical operators such as “AND”, “OR”, and “NOT”.To use Boolean operators in Hubspot CRM, simply include them in your search query. For example, you could search for contacts who are either located in New York or California by using the “OR” operator.7. Table View:Once you’ve found the information you’re looking for, you may want to view it in a table format for easy reference. Hubspot CRM’s table view allows you to quickly view and sort your search results in a tabular format.To switch to table view, simply click on the “Table View” button in the search results page. From here, you can sort your results by any column and quickly access the information you need.Table:Here is a table that summarizes the key search functionality in Hubspot CRM:| Functionality | How to Access | | — | — || Basic Search | Magnifying glass icon in top right-hand corner of screen || Advanced Search Queries | “Advanced” button next to search bar || Saved Filters | “Save Filter” button at bottom of search results page || Custom Properties | “Settings” -> “Properties” -> “Create Property” || Multiple Search Queries | “Add Another Filter” button on advanced search page || Boolean Operators | Include them in your search query || Table View | “Table View” button in search results page |Frequently Asked Questions:1. Q: Can I search for contacts based on their activity history?A: Yes, Hubspot CRM allows you to search for contacts based on their activity history, including emails, calls, and meetings.2. Q: How do I create a custom report based on my search results?A: To create a custom report based on your search results, click on the “Actions” button in the search results page and select “Create Report”.3. Q: Can I search for deals based on specific attributes?A: Yes, you can use advanced search queries to search for deals based on specific attributes such as deal amount, deal stage, and close date.4. Q: How do I delete a saved filter?A: To delete a saved filter, go to the “Filters” section of Hubspot CRM, hover over the filter you want to delete, and click on the trash can icon.5. Q: Is it possible to search for contacts based on their location?A: Yes, you can use advanced search queries to search for contacts based on their location, including city, state, and country.6. Q: Can I save multiple filters for different search criteria?A: Yes, you can save multiple filters for different search criteria and access them easily from the “Filters” section of Hubspot CRM.7. Q: How do I export my search results to a CSV file?A: To export your search results to a CSV file, click on the “Export” button at the bottom of the search results page and select “Export to CSV”.8. Q: Can I search for contacts based on their lead score?A: Yes, you can use advanced search queries to search for contacts based on their lead score.9. Q: How do I edit a custom property?A: To edit a custom property, go to the “Contacts” section of Hubspot CRM, click on “Settings”, and then select “Properties”. From here, you can edit an existing custom property.10. Q: Is it possible to search for contacts based on their website activity?A: Yes, Hubspot CRM allows you to search for contacts based on their website activity, including pages visited and forms submitted.11. Q: Can I search for deals based on the products included in the deal?A: Yes, you can create a custom property for products and search for deals based on this property.12. Q: How do I search for contacts based on their engagement with my email campaigns?A: To search for contacts based on their engagement with your email campaigns, go to the “Contacts” section of Hubspot CRM, click on “Lists”, and then select “Create List”. From here, you can create a list of contacts who have engaged with your emails.13. Q: Can I search for deals based on the activities associated with them?A: Yes, you can use advanced search queries to search for deals based on the activities associated with them, including calls, emails, and meetings.Conclusion:In conclusion, searching for business info in Hubspot CRM can be a powerful tool for your business. By leveraging the basic search functionality, advanced search queries, and custom properties, you can easily find the information you need to make informed business decisions.Whether you’re looking for specific contact information, deal data, or engagement metrics, Hubspot CRM has the tools you need to succeed. So why wait? Start exploring the power of Hubspot CRM today and take your business to the next level!Closing/Disclaimer:At the end of the day, searching for business info in Hubspot CRM is a crucial part of any successful business strategy. Whether you’re a small business owner or a marketing professional, having the right data at your fingertips can make all the difference.But with so many features and tools available in Hubspot CRM, it can be challenging to know where to start. We hope this guide has given you the information you need to get started and take advantage of all that Hubspot CRM has to offer.As always, it’s essential to remember that every business is unique. While we’ve covered the basics of searching for business info in Hubspot CRM, your specific needs may vary. So take the time to experiment with different search criteria and find what works best for you.Good luck, and happy searching!