New to HubSpot? Here's How to Set Up Your Portal for Success
PR 20/20
MARCH 15, 2021
If you have multiple parties in a single portal (think: your marketing agency, website development team, and your own internal users), consider assigning them a team to keep track of who’s who. You likely have a number of documents your sales team uses daily—terms and conditions, spec sheets, case studies, proposal templates, etc.
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