The following is the basic process for uploading business card information into HubSpot and...
Marking special agreements for existing clients
Special Agreements Property
This property is found on Contacts, under the FTR Subscriptions tab on the left sidebar.
The property is used to track special agreements for existing clients. These multi-select checkboxex include:
- Modification of terms of use
- Special use defined in agreement
- Grandfathered additional users
- Grandfathered email domains
The agreement documents can be found in the right sidebar, under Attachments. To upload a document click on Upload file. Select the agreement and click Open.