Frequently Asked Questions
How do I update line items in HubSpot?
To update line items in HubSpot, follow these steps: First, go to your HubSpot account and click on "Sales," then select "Deals." Next, click on the name of the deal record you want to update. On the right side, you'll find the "Line items" section. To add new line items to a deal without any, click "Add." If you want to edit existing line items, click "Edit." This action will take you to the line item editor, where you can make the necessary changes and updates to your line items within HubSpot.
How is data stored in HubSpot?
In HubSpot, data is securely stored across different datastores, designed to follow robust data safety and recovery guidelines. HubSpot leverages Amazon Web Services and Google Cloud for hosting its products. To enhance data security, information is duplicated across three separate data centers, ensuring redundancy and safeguarding against data loss. This multi-layered approach helps protect and maintain data integrity in the HubSpot platform.
What is a HubSpot workflow?
A HubSpot workflow is like an all-in-one marketing organizer. It helps you manage your marketing tasks on a single platform. You can make and automate emails, select your target audience from lists you've made, and monitor everything within HubSpot. It's a neat alternative to juggling various tools, making tracking and analysis simpler. HubSpot streamlines your marketing efforts into one place, making it easier to handle and evaluate your campaigns.
How many pipelines do I get in HubSpot?
In HubSpot, you can have several pipelines for your custom objects, which help you manage various processes. Each custom object is allowed up to 50 pipelines. To create or manage pipelines, access your HubSpot account and click on the settings icon in the main navigation bar. This feature allows you to organize and track different workflows efficiently.