293: Notes permissions confusion, reducing contact friction, power of lists, AI

Published: Jan. 25, 2023, 3:19 a.m.

This edition we dive into:\n\n\u2022 Obligatory mention of AI\n\u2022 Reducing contact friction with event invitations\n\u2022 The power of lists - using product and line item criteria\n\u2022 Connecting personal inbox versus generic inbox into HubSpot\n\u2022 Understanding Permissions for Notes on Contacts, Deals, Tickets\n\u2022 Goodbye internal SMS notifications in workflows\n\u2022 Quickly see which Hub tiers in a portal (if not an Admin)\n\u2022 Efficiency and Effectiveness and AI\n\u2022 ChatGPT example\n\nFull show notes available at: https://www.hubshots.com/episodes/episode-293\n\nRecorded: Thursday 19 January 2023 | Published: Wednesday 25 January 2023