Oct 18, 2020 4:52 AM
I hope you're doing well.
When creating a new Hubspot account, I need to set it manually. Is it possible to have a template l to apply to every new account ?
More specifically, I would need a template for the Contacts tab including the following features:
- Always the same columns for the dashbord (name, phone number, owner, e-mail,...)
- Always the same filter to apply when making a selection in CONTACTS
and for each contact file:
- Always the same Contact details (telephone, e-mail, last name, first name, lead status).
Thank you in advance.
Oct 18, 2020 4:50 PM