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DAllen7
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Member since ‎Jan 14, 2022
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Danielle Allen

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DAllen7 on January 14, 2022
I am new to HubSpot but have used other CRMs. I am in the initial stages of setting up our clients in the Free version although we are happy to upgrade if required. We are a regulatory compliance consulting firm with no sales pipeline. All of our cl read more
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Hall of Famer | Partner
January 14, 2022 22:40
Hi @DAllen7 , If your services pass through stages, you could leverage the ticket object . It's originally meant to track requests made to cu...read more
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