Hello there. In our current lead generation process, we send out marketing emails from a dedicated company mail and the next step of the process is for me to engage the people that showed interest manually. The problem is, that the customer expe Leia mais

As shown in the photo, I want to filter activities/meetings by the "Discovery Call" type, but as most of the people in the team log these activities as a meeting rather than a call, I'm unable to find the table that shows all the past meetings Leia mais

I'm trying to replicate this post => https://community.hubspot.com/t5/CRM/How-to-set-up-an-end-of-contract-workflow/m-p/456333 Where an email would be sent to the contact 2 weeks before his contact would expire but I don't know how to set u Leia mais