Geteilte Anleitung

How to build a weekly sales review in HubSpot

Step-by-step guide covering: Click the Dashboards option; Click the Create dashboard button; Click the Sales Opportunity Review option; Click the Next button.

viktoriaviktoria
·16 Schritte·7 Aufrufe·Veröffentlicht
Guide Video
0:00 / 0:00
AI-narrated · Nova voice · English
Step-by-step Guide16 Schritte

  1. Click the Dashboards option

    Click the Dashboards option
    Loading screenshot…
    100%

  2. Click the Create dashboard button

    Click the Create dashboard button
    Loading screenshot…
    100%

  3. Click the Sales Opportunity Review option

    Click the Sales Opportunity Review option
    Loading screenshot…
    100%

  4. Click the Next button

    Click the Next button
    Loading screenshot…
    100%

  5. Click the Create dashboard button

    Click the Create dashboard button
    Loading screenshot…
    100%

  6. Click 'Go to your dashboard' link

    Click 'Go to your dashboard' link
    Loading screenshot…
    100%

  7. Click the Quick Filters option

    Click the Quick Filters option
    Loading screenshot…
    100%

  8. Click here to access dynamic filters

    Click here to access dynamic filters
    Loading screenshot…
    100%

  9. Click the Add button

    Click the Add button
    Loading screenshot…
    100%

  10. Click the Date range control

    Click the Date range control
    Loading screenshot…
    100%

  11. Click 'Select an operator'

    Click 'Select an operator'
    Loading screenshot…
    100%

  12. Click the 'is between' filter option

    Click the 'is between' filter option
    Loading screenshot…
    100%

  13. Click the 'Click here' link

    Click the 'Click here' link
    Loading screenshot…
    100%

  14. Click the Date Range Field

    Click the Date Range Field
    Loading screenshot…
    100%

  15. Click the Date Range field

    Click the Date Range field
    Loading screenshot…
    100%

  16. Click the Apply button

    Click the Apply button
    Loading screenshot…
    100%