Whether you're just starting your CMI Level 3 journey or feeling stuck halfway, these expert-backed tips will help you tackle assignments with confidence: 1. ✅ Understand the Learning Outcomes Before you start writing, review the unit's learni Beitrag ansehen

I travel a lot, and where possible try to take an ipad with keyboard rather than a more cumbersome laptop. However there is no way to access HubSpot in full on a tablet, the force desktop is always overriden and you get some poor hybrid of the app Beitrag ansehen

Is there a way to set up automation to send an email to multiple users within an account? For example, I'd like to send an email to 100 accounts, and on that email, I would like to have users with the assigned role of "Decision Maker," "Primary Con Beitrag ansehen

Hi there, Can someone help with how to best get data stored under fields in the deal object into the company object. Is there an easy way? Basically the sales team collects information during the sales process under the deal that we would like Beitrag ansehen

I am currently building a workflow that creates a Service record for all new Customers when their associated deal is "Closed Won" or the lifecycle stage is "Customer" so that my CSM's have a pipeline to track all of the customer Onboardings. My issu Beitrag ansehen

Hello, I'm importing a large number of contacts to Hubspot from another platform. When I did so, I specifically assigned the first and last name columns to the corresponding first and last names. However, when I view my contacts, all of them Beitrag ansehen