What would be your top 10 things / settings / setups to check or look for in a customer portal you have just gotten access to?
I know this somewhat depends on what Hub the customer is subscribed to and what subscription tier do they have, but from own experience working at HubSpot and now as a freelancer I have a few “go-to” things I check in order to see what I am dealing with and also to ascertain what level of knowledge/understanding the customer has.
Cheers
Frank