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Using Record Customization by Team to Improve Focus in HubSpot

Using Record Customization by Team to Improve Focus in HubSpot

by Nick Pegley | Jan 6, 2026 | HubSpot Tips

We often work with organizations where HubSpot adoption is strong, yet daily usage feels heavier than it should. Sales, marketing, and service teams all rely on the same records, but they do not need the same information at the same time. When every user sees every...
Streamline Your Workflow: Kanban Views Coming to HubSpot Sales Workspace

Streamline Your Workflow: Kanban Views Coming to HubSpot Sales Workspace

by Nick Pegley | Jul 18, 2025 | HubSpot Tips

As of July 2025, HubSpot has released a beta feature that extends Kanban functionality within the Sales Workspace. Sales professionals can now view and manage not only Deals, but also Tasks, Leads, and Contacts in a visual board format, directly within the workspace...

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