1Enter the desired search criteria in the Global Search Bar and click the search icon.

2You will be redirected to the Prospects page with a 3-panel layout. The 3 panels are:

• The left panel, which is the filter panel where you can apply a wide range of filters.
• The middle panel is the Applied Filters panel which shows the count of prospects for each filter applied in the filter panel.
• The right panel shows a list along with the details of Prospects matching the filter criteria.

3To bulk sync prospects, click on the bulk selection checkbox.

4A popup will open where you will see an option to – Add and Sync to CRM.

5Enter the desired number of prospects that you want to add and sync to your HubSpot account. Click the Add and Sync to CRM button.

6You will see the below popup. Choose the CTA which is your preference.

7The pop-up has three steps as seen in the progression bar.

• Review Batch
• Assign
• Manage Duplicates

8If you do not wish to add and sync any prospects, simply click the “x” icon to close the window and exit the process.

Step 1: Review Batch

1Take a look at the below definitions for some of the labels:

2Each sync to the CRM batch represents a segment. For each prospect synced to HubSpot, we will store the title, description and date stamp in HubSpot. We are conveying this information in the popup.

3Click the Provide a Title and edit the pre-filled title with a title of your choice. Remember this title will be synced to your CRM for all the prospects that are a part of this sync batch segment.

4Enter your preferred description for this batch/segment.

5The Date Stamp field cannot be edited as this is system generated and depends on the date and time the sync is initiated.

6Once you are done adding the details, click SAVE & NEXT.

Step 2: Assign

1You are now on Step 2: Assign (of the sync process).

2You will see the Lead Assignment section below. This section lets you search and select users in your HubSpot and assign prospects to those users.

3The next subsection is the Lead Assignment for which there are two options – Auto and Manual.

1. Auto Assignment

1When you click Auto, all the users for the chosen user profile(s) will be selected by default.

2If you have not selected any user profile, then all the users in your HubSpot across all the profiles will be selected by default. To view this number, check out the Selected Users count at the bottom of the page.

3If you unselect a user, the prospects get redistributed across the remaining selected HubSpot users.

4Click “SAVE & NEXT” if you are ok with the Auto assignment option. Otherwise, check out the next available option – Manual

2. Manual Assignment

This option lets you assign the prospects manually across the users in your HubSpot. Using this option, you can assign prospects to a desired set of users. Click on the Manual radio button.

1Select the desired user(s) by clicking the checkboxes next to their names. As soon as a checkbox is selected, the corresponding textbox will become enabled where you can enter the number of prospects.

2Repeat this process for other users to whom you wish to assign the remaining prospects. You can change the number as well as the user any number of times in this step.

3Once you are done, click SAVE & NEXT.

Step 3: Manage Duplicates

1You are now in the last step of the sync process as highlighted in the progression bar.

2This step has three options for Duplicate Management to choose from:

• Update Business Info And Enrich Signals For Existing Records – If there are any duplicate records found in HubSpot based on the dedupe logic configured, then selecting this option will update the Business Info and signal values for those records in HubSpot during the sync process.
• Enrich Only Signals For Existing Records – If there are any duplicate records found in HubSpot based on the dedupe logic configured, then selecting this option will update only the signal values for those records in HubSpot during the sync process.
• Do Not Update – If there are any duplicate records found in HubSpot based on the dedupe logic configured, then selecting this option will not update any of those records in HubSpot during the sync process.

3You can use the BACK button anytime during this process to go to the previous step and change any values.

4Once you have confirmed all the values, click the Sync Now button.

5You will see the below popup that says that all the prospects have been added to your Demand account and the sync has started. You will be notified via email of both the start and completion of the sync process.

6Click STAY HERE or the “x” icon if you want to close the popup and stay on the same screen.

7Click the VIEW ACTIVITY LOG button if you want to view the Activity Log. The Activity Log will have the entry for this sync activity.

Single Select

The same 3 step popup launches where you need to provide the inputs to initiate the sync.

Happy Prospecting!

Reach out to product@buzzboard.com for any further assistance