Viewing Client Data in HubSpot
By Michael J Starks
View best practices to become a HubSpot power user. Log your processes to increase efficiency as we grow. Take a look at what the future holds. Let's go.
If the contact is an Owner or User on an account, special instructions are found here: Updating Inactive Clients For contacts who are not clients: 1) Create a note: 'First Name' was formerly 'Job ...