In the prospects sales tool, see recent activities in the report. This would be information like pages views at the company level. Example: An employee of a company visit your site but doesn't complete a form. This is a tool we used that vani 続きを読む

I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact 続きを読む

Can you achieve the automated export and distribution of specific contact lists to specific internal company contacts?

Some deals are closed once, but are renewed every week, month or year without having to close them again. Therefore, it would be great to have renewable deals that are automatically shown in the dashboard as recurring revenue. This means 続きを読む