Growth: Client Hubspot Overview

October 9, 2019
min to read
Atusa Weiss

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

  • Hello bullet points

Hello everyone (bcc Partners)

I realized after today, that not everyone is aware that this system is live. Please see the Client Hubspot Workflow. All client context, notes, documents/proposals attached to a client will be stored under the client in Hubspot. This is meant to be a full Company Overview for the client (See Image Below as Example)  


  • Jay is tactical Hubspot RP (Shane high-level RP)
  • Property Fields and certain data characteristics are still subject to change
  • This system will only work if everyone that touches a client actually uses it
  • I anticipate that it will take us about 1 month of using before we see as much as we want to see per client
  • Client List might not be accurate as we recently eliminated that data field as far as I can tell today (Jay will be providing the new system/field where we can pull client lists)
  • Best way to currently pull is by AM books of business or by manually checking across systems
  • If client information that should be in Hubspot can't be found, please escalate to me

Future Goal:

  • Integrate Hubspot with the DAL to cross-reference & provide visibility across additional systems
  • Auto-onboarding

Hayley Darden Marketing Invisible Technologies
Atusa Weiss
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