- Activity: They refer to the various actions taken by the teams, which are also recorded in your CRM database. They can be notes, emails, various operations, etc.
- Activity feed: This is like a reporting bar, which informs you about the one-to-one interactions through your emails.
- Company: It is basically an object that any firm in the HubSpot CRM can use.
- Contact: It is also an object which is used to represent any individuals or leads in your CRM.
- CRM object: A CRM object can be any type of relationship within your organizational framework. It can be a company, contacts, and so on.
- Deal: This object is used to keep track of ongoing transactions as they progress through the steps of your sales process.
- HubSpot score: It is a particular number that is used to determine the quality of any lead or contact, based on the HubSpot’s lead scoring features.
- Pipeline: It is a means to keep track of CRM objects at various phases Deal pipelines can help you forecast profits and identify potential stumbling blocks in your sales process. Ticket streams could be used to track the status of your assistance tickets and spot trends.
- Property: It’s a field, which has the primary objective of storing data for an object. Every object has its unique set of attributes, which are stored inside those fields.
- Record: A record can refer to any instance for any object, at any point in time. For instance, “Johnny Smith” can be referred to as a contact record, where a contact is an object.
- Saved view: It is a filter that was built in your object properties to segment data depending on their property variables, limiting the records you see for better evaluation.
- Signature: It is a personalized block of data that can be used in your one-to-one emailing campaigns in your HubSpot CRM.
- Task: It refers to a to-do list that can be assigned to any particular user in your HubSpot account.