📂 Sales Tools
📄 Notes & Playbooks
- acquire_and_validate_hubspot_provided_phone_numbers
- add_a_hubspot_widget_to_your_mobile_home_and_lock_screen
- add_multiple_dashboards_in_the_sales_workspace
- add_videos_to_crm_emails
- analyze_meetings
- assign_tasks_to_contacts
- build_lead_scores
- build_lead_scores_with_ai
- calling_frequently_asked_questions
- complete_tasks
- configure_call_routing_work_hours_and_voicemail
- configure_conversation_recording_and_transcription_options
- configure_the_sales_workspace_settings
- connect_a_calling_app_channel_in_help_desk
- create_and_edit_scheduling_pages
- create_and_manage_deals_in_the_sales_workspace
- create_and_manage_one_to_one_email_drafts
- create_and_send_templates
- create_custom_call_and_meeting_outcomes
- create_tasks
- customize_connected_calendar_and_meeting_scheduling_page_settings
- customize_guided_actions
- edit_or_delete_tasks
- edit_the_default_address_to_send_one_to_one_emails_from
- embed_the_meeting_widget_on_a_page
- export_tasks
- filter_tasks_and_manage_task_views
- how_do_i_create_and_use_call_and_meeting_types
- hubspot_calling_minutes
- improve_your_call_transcripts
- integrate_a_third_party_calling_provider_with_hubspot
- lead_score_history_and_performance
- make_calls_from_the_hubspot_mobile_app
- make_calls_in_the_hubspot_browser
- manage_call_settings_and_preferences
- manage_caller_id_manual_contact_syncs_and_call_logs_in_the_hubspot_mobile_app
- manage_companies_in_the_sales_workspace
- manage_lead_scores
- manage_leads_using_the_hubspot_mobile_app
- manage_phone_numbers_registered_for_calling
- manage_sales_activities_in_the_updated_sales_workspace
- manage_scheduling_pages
- manage_tasks_in_the_sales_workspace
- manage_unsubscribe_links_for_one_to_one_emails
- manage_your_default_unsubscribe_settings_for_one_to_one_emails
- opt_in_to_14_days_of_free_access_to_the_prospecting_agent
- port_out_a_hubspot_phone_number
- prep_and_manage_meetings_on_the_hubspot_mobile_app
- prepare_review_and_follow_up_on_meetings_in_the_sales_workspace
- prospect_companies_with_buying_signals
- prospects_frequently_asked_questions
- receive_a_summary_of_your_sales_activity_every_weekday
- receive_calls_in_hubspot
- receive_inbound_calls_with_calling_apps_within_hubspot
- record_and_take_notes_in_meetings_with_meeting_notetaker
- record_and_take_notes_in_zoom_meetings_with_notetaker
- recorded_meetings_will_no_longer_create_duplicate_call_records
- register_an_outbound_phone_number
- review_call_recordings_and_transcripts
- review_calls_in_the_call_index
- review_recommended_next_steps_for_deals
- review_sales_activity_in_the_sales_workspace
- review_sales_rep_insights_on_the_hubspot_mobile_app
- review_stakeholders_with_buying_groups
- schedule_a_meeting_on_a_record
- schedule_a_one_to_one_email_from_the_crm
- score_leads_based_on_high_impact_web_page_conversions
- send_and_reply_to_one_to_one_emails
- send_proposed_meeting_times_in_an_email
- set_up_a_calling_channel_in_help_desk
- set_up_a_calling_channel_in_the_conversations_inbox
- set_up_interactive_voice_response
- set_up_number_verification_to_improve_call_trust_and_deliverability
- share_scheduling_pages
- summarize_in_person_meetings_with_the_in_person_ai_meeting_assistant_for_ios
- sync_tasks_to_your_google_or_outlook_calendar
- task_reminders_and_daily_digest
- test_records_in_scoring_tools
- turn_on_meeting_reminders_by_default
- understand_group_and_round_robin_meeting_availability
- understand_the_lead_scoring_tool
- use_buying_signals_in_sales_workspace
- use_coaching_playlists_to_train_your_team
- use_conversational_enrichment_for_emails
- use_documents
- use_guided_execution_in_the_sales_workspace
- use_meeting_assistant_in_the_prospecting_workspace
- use_meetings
- use_playbooks
- use_pre_recorded_voicemail_drops_with_the_power_dialer
- use_prospects
- use_subtasks_with_objects
- use_task_queues
- use_the_prospecting_agent
- use_the_prospecting_queue
- use_the_sales_power
- use_the_target_accounts_index_page
- use_whatsapp_message_templates_in_hubspot
- view_your_sales_notifications_in_the_activity_feed
- what_are_the_call_recording_laws
- what_are_the_technical_requirements_to_use_the_calling_tool
- what_countries_are_supported_by_calling
- why_are_my_prospects_getting_the_wrong_confirmation_time_with_hubspot_meetings
- why_cant_i_connect_to_meetings_with_hubspot_sales
- why_does_my_availability_for_meetings_not_match_my_integrated_calendars
- why_is_my_microphone_not_working_when_making_calls
- why_wasnt_my_call_recorded_in_hubspot_sales