Hi there, We have upgraded to both Sales Enterprise and also Marketing Professional and would like a little help if possible…

Hi @CJAsha What you describe would best be done with playbooks in HubSpot . You can not change the notes tab, and notes aren…

Hi @CJAsha , The low-cost/out-of-the-box way to do this would be to use Playbooks , but the output would still go into the Not…

Hi @CJAsha , Thank you for reaching out to the Community! I’d say that the easiest way to have this information easily avail…

Thanks for this Frank, will set playbooks up for the team.

Also to answer your question Frank we are using the Hubspot golden square feature, and can select either open character respo…

Hey @CJAsha ! I see you’re looking for ways to use HubSpot Enterprise effectively. Let me give you a quick rundown of three …

CRM Custom Objects

CJAsha September 21, 2023, 8:17pm 4

Thank you for replying, will review this shortly (its 6 am here in Sydney)

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