In HubSpot, business units are a way to organize and segment your data and contacts into different groups based on specific criteria, such as location, industry, or product line. Business units allow you to create different workspaces within your HubSpot account where you can store and manage different sets of data, and assign different team members to different units.
For example, you can create a business unit for your sales team that includes only the contacts and deals that are relevant to them, and another business unit for your marketing team that includes only the contacts and data that are relevant to them.
You can also use business units to track and analyze the performance of different parts of your business, such as tracking the leads generated by each unit or the revenue generated by each unit.
Business units also allow you to set specific permissions for your team members, so that they can only access the data and contacts that are relevant to their role and responsibilities.
Business Units are available in HubSpot CRM Professional and Enterprise plans, you can create and manage them in the settings of your account.
Featured Resources
Contact us today
NAVIGATION