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Specific session for all sales teams and members having to create and report on pipeline progress
In this video you'll find how to change the terms and conditions document on the quotes template, also how to link it and upload documents to HubSpot.
Have in mind: Changing billing address in templates is not possible since quote template fields are standard for company information, as shown on the SS above.
Session reviewing databases, pipelines and deals associations with contacts, companies and quotes.
Session reviewing the views your team will see once they look at a deal. Having the opportunity to personalise them.
Session reviewing HubSpot default properties, properties imported by Salesforce and properties created manually by users based on the company needs.
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