I. Setup Boomerang List View
Creating a "Boomerangs List” View in Hubspot: A Step-by-Step Guide
We're excited to help you set up a Boomerang list view in your Hubspot.
Step 1: Accessing your Contacts
- Begin on the Hubspot Contact page. Navigate to and click on the “Add View” tab.
Step 2: Create a View for all Users-
- Create a new view for boomerang leads- “Boomerang Leads”
Step 3: Edit Columns of New View
- Look for the "Edit Column" button located at the top right corner of your page. Click on "Edit Columns" to start personalizing your list view.
Step 4: Adding Boomerang Components
- Once in this view, you want to add the following Boomerang Details to the list. So the list would look like-
- Name
- Job Title
- Company Name
- Boomerang Current Job Start Date
- Boomerang Past CRM Account
- Boomerang Past Relationship
- Boomerang Past Contact Owner
- Boomerang Past Account Owner
- Linkedin Profile
- Boomerang Past CRM Account
- Mobilephone
- Boomerang Play
Step 5: Apply Changes
- Save the list view you have created in the last step. You can customise the column placement as per your choice. Just make sure to include all relevant Boomerang columns.
Congratulations, your "Boomerangs List" view is ready to go!
We hope this guide has been helpful. Should you have any questions or need further assistance, feel free to reach out!
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