Best Practices for Deciding When to Create a Deal Record in Your HubSpot Portal
SmartBug Media
MARCH 18, 2021
This solution is often for the teams that want to capture any and all conversations past the point of an outbound cold call or sales sequence. 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.”.
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