You can manage almost everything in Hatchbuck from your Account Settings, below is your complete guide to this area. 


Select Account Settings, which you will find under the drop down menu in the upper right hand corner


  • If you are not an Account Owner, you will not see the Billing Information or Subscription Plans sections
  • If you are not an Admin, you will not see the Billing Information, Subscription Plans, or Export Data sections



 

My Info (My Profile, Username & Password, Email Sync, BCC Email, Notifications)


My Profile

Edit Contact Info - change your picture, edit profile details, and manage your signature

  • Change your picture by clicking on camera icon in far left view


  • Edit name, position, email, phone and time zone here




Email Signature

  • If copying and pasting please "paste as plain text" options to strip any formatting



Username & Password

  • Change your username 
  • Change your password (passwords must be 8 characters long and contain a letter and a number)


Email Sync

  • Connect your mail clients to Hatchbuck via IMAP
  • Adds emails to your contacts' profiles under their activity
  • Help with IMAP



 

BCC Email

BCC or Forward emails from outside of Hatchbuck

  • Notes are added to contacts record
  • You have the option to create a new contact if forwarding in an email address that doesn't currently exist
  • Add all email addresses you will be forwarding from by clicking Edit BCC Email Settings
  • Help with BCC


Notifications

Manage your email notifications regarding activity in Hatchbuck



Account

Edit company info 

  • Basic company info populates company footer on emails to two or more contacts
  • Other company info includes industry and currency (this information isn't published anywhere and is for internal use)



Users



Customizations


If you've met with your onboarding consultant, you have probably heard us mention this quite a bit. This is where you customize your database so that it reflects your business. This section includes: Contact Scoring, Contact Status, Company Status, Deal Stages, Tags, Lead Sources, Custom Fields, Events, Products, Contact Temperature, and Deal Lost Reasons


Contact Scoring

 


Contact Status

Edit contact status names, follow up frequency and general status bucket

- You can drag and drop any statuses to change the order



Company Status

Edit company status names and general status bucket

- Default company status (if you import or have a form submission your company record will be created with the default status)


Deal Stages

Edit name of your deal stages, general status bucket and default close probability

 

Tags

  • Create new tags [+ New Tag]
  • Delete old tags [click the x and remove]
  • Edit current tags [double click into any tag pill to edit and save]



Lead Sources

Edit your lead sources, you can select a lead source upon import or you can manually change or edit per contact



Custom Fields

Edit custom fields for your contacts, companies and deals. 



Events

Create new or edit previously created events

  • Events are great for tracking webinars, Birthdays, Renewal Dates & more
  • You can tie events to event based campaigns and schedule your emails before and after a particular event.



Products

Edit products and product categories


Contact Temperature 

Edit contact temperature



Deal Lost Reasons

  • Edit/change reasons why your deals didn't close
  • Deal lost reasons funnel into sales reports for better insight


Data (API & Export Data)


Our API settings are housed here. When adding data to your Hatchbuck account via the API, you may need to pass list values. For example, if another application wants to add a phone number to a contact in your Hatchbuck account, it will need to designate whether the phone number is for work, home or other. The lists in this section provide you with the unique keys to use for those various list values. Remember that you can always have the other application look the values up if that functionality is available.


For a full article about API documentation click here




Export Data: Complete a full export of your data

Important Note: If this is blank it is because you are not a System Administrator. For security reasons, only Admins can export data.





Integrations

We've made the process of connecting other platforms to Hathbuck super simple using Zapier. Through Zapier you'll be able to connect and integrate other web apps you currently use, taking advantage of already-programmed API connections. Here's a bit more about Zapier. Here we've added tons of Zaps ready for you to use and have organized these solutions by their different functions.




Services:

Get your strategy off the ground with expert services from our sales and marketing gurus. Browser our services and enlist the help you need to turn Hatchbuck into a revenue machine for your business.