Morning all, At the moment, we use a seperate excel spreadsheet to quality check the customer journey and data entered within HubSpot. I would like to manage this within HubSpot so we can identify, monitor, automate and build reporting aroun read more

Our customers contain companies that have multiple deals (brokers) associated with their accounts. WHen emailing via the HubSpot outlook app, we are unable to associate the emails they respond with to multiple or single deals as there's no pe read more

Hi All, I've been trying to create a report which details the following: Deal name Created date Deal owner Last contact date Last contact type (email/call/meeting) Status Status change Can anyone point me in the direction of how to crea read more

Hi All, We're currently implementing Hubspot and are developing a QA framework to ensure quality of data and customer interaction. Is there an app or the ability to monitor this without the use of manual methods (manual checking)? Many thanks