We sometimes get leads that we can't take care of directly, so we refer the business out to a partner who in turn comes back to buy the equipment from us. Lead came in for salesperson A, gets referred to partner B who is taken care of by salespe read more

I am workign with a very good sales team, but having some difficulty getting some members to follow the steps to proper record keeping, entering deals, tracking emails, etc. Has anyone here built out a HubSpot Guide for their team internally? An read more

We want to segment leads based on the type of product we can offer them. Would it be possible to use the lead type property for this? Would we be able to setup reporting showing the amount of leads received per month, by type of lead and per read more

I need to do some basic modifications to the view of the quotes within HubSpot. I want to achieve the following but I don't know where to go exactly: - Modify the font of all text on the quotes - Modify the sizes of different sections of the qu read more