CRM

Sreid238
Member

Need help with setup

Honestly I am a bit confused with the setup. What I am trying to accomplish is three things.  Setup a dashboard with the clients contact information and amount requested in funding. The other has the sales pipeline and the last has the affiliate partner program which is a list of the affiliates and they can only have access to the clients they bring in. As far as reports each dashboard can I have a report I assume. Also I would like to connect my two gravity forms website application to hubspot as well. 

 

I appreciate the help

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2 Replies 2
Sreid238
Member

Need help with setup

Thank you Pam,

 

When I go over the tutorials, I don't see the same options they present in making dashboards. I only see the option in creating reports. Perhaps it can be the way my profile or settings are setup. I would really appreciate the help. 

 

Looking forward to hearing from you,

 

Shawn 

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PamCotton
Community Manager
Community Manager

Need help with setup

Hello, @Sreid238 Happy Friday!

 

I think would be great to start a conversation and invite a few top experts to share their ideas on how you can set up your account, @webdew @Bryantworks @Gonzalo any recommendations for @Sreid238 setup?

Thank you,

Pam

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