Best way to set up account management in deals (for a marketing agency)
Mar 1, 2021 5:29 PM - edited Mar 1, 2021 5:29 PM
I'm looking for suggestions on the best way to utilize deals for account management. We are a small marketing agency and I want to utilize deals to trigger notifications for my team to check in, etc. Is anyone in my industry using deals this way? Is there a better way to set up the CRM?
I am new to hubspot and just setting pu my account for my company. Wanting to be sure I set us up for longer term success.