We have been evaluating HubSpot as we are currently a Connectwise Manage customer. Is there now a Deal specific report available where you can generate a PDF or similar with a summary of the deal as well as detailed activity e.g. Notes, Tasks etc...?
Thanks for your help. I want to export the details or notes of the call, meeting. The goal of exporting is for sales manager keep track deal activity easily, instead of having to click on each deal to observe it.