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The Ultimate Guide To Best Practices Around HubSpot Portal Management

Square 2 Marketing

You inherited the company’s HubSpot portals and they’re a mess, or your company recently purchased HubSpot, and you’re concerned it’s quickly becoming a mess. We regularly get requests from companies to help them clean up their HubSpot portals. Does any of this sound familiar? It’s a very common scenario.

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Best Practices for Deciding When to Create a Deal Record in Your HubSpot Portal

SmartBug Media

Let’s dive into each of these methods to see which is the best trigger for your organization to create a HubSpot deal record. Depending on how you have your HubSpot portal set up, there is an option to have all contacts associated with a deal record change their lifecycle stage to “Opportunity.”. Lifecycle Stages.

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What’s New: Admin Portal, TalentOS, and Chorus Updates

Zoominfo

Updates this month to the ZoomInfo platform include a refreshed admin portal experience, TalentOS feature improvements, and upgrades within our Chorus platform. Admin Portal We now offer customizable Do Not Call suppression options within our admin portal. Here’s a breakdown of what’s new.

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Conversational Video for Hybrid Selling

Biznology

What he had in mind was a 2-Minute Explainer® video — that’s what we’re best-known for. Self-service, like digital portals. Self-service portals have always been the sweet spot for explainer videos — but there’s room for lots more different types of videos. Remote sales, like videoconferencing.

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End-of-Year Martech and Business Software Sales

Webbiquity

Here are some of the best end-of-year deals, across SEO, lead generations, project management, and other task areas. Multi-channel customer support software incorporating IT help desk with ticketing, CRM, live chat, in-app chat and support for mobile apps, a self-service portal, and performance reporting.

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Decoding B2B portals: Your gateway to e-commerce success

Sana Commerce

B2B portals, not to be mistaken with B2B e-commerce, is a term that often pops up in conversations surrounding digital transformation. But what exactly is a B2B portal, and how does it relate to the broader realm of e-commerce? What are B2B portals? B2B Portals vs. e-commerce sites: what’s the difference?

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NetLine Academy Has Landed to Better Educate B2B Demand Generation Marketers

NetLine

Introducing NetLine Academy Today, we are pleased to debut NetLine Academy ; a collection of self-paced learning modules aimed to support B2B demand generation marketers gain an expert-level understanding of NetLine’s Portal. Knowing this, NetLine Academy equips users with the tools necessary to become a NetLine Portal expert.