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MattyB24
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Member since ‎Apr 18, 2024
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MattyB24
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July 11, 2024
Reply to Account Planning on Dashboard
Something as simple as capturing Goals to move an account forward in the next 30/60/90, a way to map the internal political landscape, capture notes a...read more
MattyB24
Member
April 18, 2024
Reply to Account Planning on Dashboard
Thanks Jennifer, much appreciated. The Google doc linked appears to be with one of HubSpot's partners. It allows you to download a free copy of an ...read more
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MattyB24 on April 18, 2024
Account Planning on Dashboard
Hi All, Curious if HubSpot has the ability to house a Strategic Account Plan on a Dashboard on the company landing page? Similar info to what I found here, but doesn't have to be opened as a separate document. https://docs.google.com/document/ read more
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