You have a client who is already using HubSpot’s marketing platform and wants to try out HubSpot CRM. How do you get them started?
By going to hubspot.com/crm and creating a CRM account |
By adding the CRM to their existing portal |
Reach out to your Channel Consultant to create a new portal that includes marketing and CRM |
Have your client contact HubSpot Support to enable this in their portal |