User Permissions, Teams & Reporting | Inbound After Hours 2021 Training Group Session 12
Our final Inbound After Hours training of 2021 was presented by our Senior RevOps Consultant, Dan Thomas.
In the session, Dan covered the importance of customising user permissions and implementing a teams structure, as well as how to configure them in HubSpot. He also covered setting up and creating custom HubSpot reporting dashboards, utilising HubSpots reporting library as well as using the HubSpot custom report builder.
Through out the session Dan provided lots of tips for the viewers to take away.