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rfriend on March 29, 2023
Hello, Our on the road sales team produce call reports/meeting notes for each of their sales visits. They currently use MS Word and send to releavant team members. I would like to use Hubspot in this process so that each of the meeting notes a read more
rfriend on March 17, 2022
1. For our customer service/sales team. 2. Our goal is to copy the company records custom property (called deal) over to all associated contacts and tickets as soon as the company is associated with a new ticket or contact so that the team can e read more
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