In-line Edits, SuccessScore Expanded, HubSpot Revenue Integration
(Dec 3, 2021)
We are excited to share with you several new product updates:
- In-line Edits for Revenue Dashboard
- SuccessScore Metric Groups Expanded to 10
- HubSpot Revenue Deal Integration
- Default "Client as of Date"
**In-line Edits for the Revenue Dashboard **- give you instant access to quickly update Probability, Stage, and Comments all in one place saving you lots of time when updating contracts.
**New HubSpot Revenue Integration** allows for bi-directional synchronization of Deal and revenue data. Please contact your CSM for information on setup and configuration.
**Export to CRM **allows you to push your data from ClientSuccess to SalesForce and HubSpot for first-time implementations of the CRM integrations. All mapped field data can be pushed from ClientSuccess to HubSpot. (Please contact your CSM for access.)
We are excited to share with you several new product updates:
- In-line Edits for Revenue Dashboard
- SuccessScore Metric Groups Expanded to 10
- HubSpot Revenue Deal Integration
- Default "Client as of Date"
**In-line Edits for the Revenue Dashboard **- give you instant access to quickly update Probability, Stage, and Comments all in one place saving you lots of time when updating contracts.
**New HubSpot Revenue Integration** allows for bi-directional synchronization of Deal and revenue data. Please contact your CSM for information on setup and configuration.
**Export to CRM **allows you to push your data from ClientSuccess to SalesForce and HubSpot for first-time implementations of the CRM integrations. All mapped field data can be pushed from ClientSuccess to HubSpot. (Please contact your CSM for access.)
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