If they sell to multiple personas that go through different processes If they sell multiple products or services If they have multiple customer-facing teams Never The correct answer is: If they sell to multiple personas that go through different processes.
Choose which of HubSpot’s predetermined views to pin. Create your own views based on ticket and conversation properties. Drag and drop conversations to HubSpot’s predetermined views. Customize the font of your emails and live chat. The correct answer is: Create your own views based on ticket and conversation properties.