Goal: Document the topics that were reviewed during 1:1 meetings with NSE's. Tasks, Dialpad <> HS, Copilot, Primary Contact, and Google Calendar Extension Addition
Key Topics:
- Task Best Practices
- Re-Assigning Tasks
- Creating Mass Tasks
- Dialpad <> HubSpot Best Practices
- Google Calendar Sales Extension Addition
- Primary Contacts
Task Best Practices
Re-Assigning Tasks
Creating Mass Tasks
Dialpad <> HubSpot Best Practices
Google Calendar Sales Extension Addition
Knowledge Base going into some more detail, linked here
Primary Contacts
Some Customers have several contacts, we would like to know who the primary's are. This would be the person that should receive pricelists, information along those lines.
More details in the last section of this knowledge base
- When you go onto a contact record, on the left-hand column you will see, "Primary Contact"
- Click this and select Yes if they are a primary, there can be multiple depnding on your customer
- Once you select yes, you are all set, changes will be saved automatically
- If an error was made you can select again and clear the value
