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- #Custom report builder hubspot how to#
- #Custom report builder hubspot update#
- #Custom report builder hubspot software#
This is one feature you’ve probably wished existed before.
#Custom report builder hubspot how to#
And because they make everything easier, the feature also comes with tutorials on how to set up a portal, as well as how to create articles for your knowledge base.Īlright. They will have access to project status, view and manage support tickets, browse your company’s knowledge base, and keep track of every communication in one centralized location.īranding is also a cinch with the customer portal, since HubSpot gives you the ability to customize them with your logo and colors. Well, HubSpot’s Service Hub Customer Portal makes life a lot easier for your team and for your customers.īy creating customer portals, you empower them to get their information whenever they need it. When you pay for a service, it’s only natural to want to know its status. Raise your hand if you like answering repetitive questions from customers! And mind you, we’re not knocking customers. And if your business has unique features, you now have more customization options, such as custom objects and layouts, and sandboxes, which are explained in more detail below. You can also monitor user activity, such as login history, access, security activity, and exported content.Īdditionally, you’re able to manage your account by inviting more users and/or giving access to team members for easier collaboration. Just review and accept or adjust with a few clicks. HubSpot’s new admin tools come with a recommended list of permissions, based on each team member’s job role.
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But since this blog is about Inbound 2021, let’s take a look at the newest features: New Admin Tools
#Custom report builder hubspot software#
At Bluleadz, we love waxing poetic about their customer relationship management (CRM), how to conduct website migration, Marketing Hub, sales engagement tools, software integrations, and a myriad other uses. If you’re not familiar with HubSpot, we have plenty of content to keep you busy. Via GIPHY What Are HubSpot’s Newest Features? Just when you think the platform is an all-in-one solution for your CRM, sales, marketing, and customer service needs, they come up with new ideas that prove how there’s always room to make things even better. And each name tag had the attendee’s name and pronouns, so that you could set off to a good start.Īnd if you happened to miss an event you were interested in (or want to revisit ideas for your next marketing campaign), you can still watch it on demand.īut let’s get back to those HubSpot features. Even with the post COVID-19 virtual format, there were interactive options available, such as submitting questions to panelists through chat, or attending a meetup so that you can mingle and network with other guests.Īnother cool feature that made this virtual event unique was that you could reach out to other attendees in the networking tab, either by starting a chat window or following on social media.
#Custom report builder hubspot update#
Inbound is a three-day conference where attendees get to enjoy HubSpot’s product update announcements, attend presentations by noteworthy keynote speakers, and take notes on industry trends.
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As if the platform weren’t wonderful enough, these new components will help both your team and your customers get things done much more efficiently. However, the pièce de résistance are HubSpot’s newest features. The sessions have been highly interesting, showcasing helpful tools and tricks of the trade for inbound marketers to feast on. HubSpot’s Inbound 2021 had similar elements in a virtual format: The panelists, the agendas, and lots of guests - albeit wrapped in blankets from the comfort of their own homes. If you have ever experienced the joys of industry conferences, you’re aware of the formula: Get a lot of experts to form panels, get a lot of people in suits into a building, and pass around an agenda for attendants to pick and choose which sessions they’re interested in.