I'm rather new to HubSpot overall and have been tasked by my CEO to import our CRM system from Excel into HubSpot.
However he has some extra requirements for me and the integration with HubSpot that i need to get done.
I really need the help as i'm new to this and my boss is expecting results of this asap:
1. He wants to import the CRM to HubSpot 2. He wants to be able to see "Status" on individual M&A cases/projects that we're working on - To see the current status of the company we're trying to sell and where each contacted investor is in their process of evaluating whether or not to make the investment 3. He wants to also at the same time be able to see an overview on all the different M&A Cases/Projects active at once. 4. He wants an overarching integrated To-Do list that will prioritise his immediate To-Do in regards to the different cases and their needs in priority of each task.
I now this overall description is rather vague and in some way confusing, however if anyone out there would be able to assist me in the next steps of making this a reality or pointing me in the right direction, this would be greatly appreciated!
