§ · Notes
Notes
Working notes on HubSpot, RevOps, and CRM architecture, written to be defended in a discovery call.
HubSpot
2 notes HubSpot
Working notes on HubSpot portals — data quality, pipeline and lifecycle, automation and sync, integration architecture.
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HubSpot Starter implementation case study: CRM setup
HubSpot Starter implementation covering CRM setup, sales and renewal pipelines, custom properties, data imports and operational views. Independent project.
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There is nowhere in HubSpot to write down what a deal stage means
A HubSpot deal stage has a name, a colour and a probability. There is no field for what it means. Not on free, not on Enterprise. Here is what that does to a pipeline.