Recap from HubSpot training

1. Please add Relationship type to your About this Contact section.
   1. View all properties
   2. Search for properties you want to add
   3. Hover over the property and click Add to your view
   4. Re-arrange properties based on what information you want to see at the top
2. If you are having discussions with a contact who is a Vendor (hotels, printer, design firm) or Billing / Support (for subscriptions or custom work), please remember to mark those contacts Relationship Type (since MarTech has no visibility to those types of relationships).
3. Relationship Type is only a guide to our relationship with the Contact. Additional details can be found under, for example, FTR subscriptions (existing client) - Events (conference speaker) - or Deals (custom client).
4. Any changes to Other sections in the left sidebar are only editable in the backend. Reach out to Michael for changes.
5. FTR Conference attendee, speaker, and sponsor information is now listed under Events.
6. For personalizing emails.
   1. Use Nickname (instead of first name)
   2. For post event emails, use Most Recent Event Attended
7. SMEs will update business card contacts using the Most Recent Event Attended property.
   1. If there is a conflict with multiple events, Derek Young will coordinate inputting the information.

To view definitions of the different Relationship Types, click here >