How to use the document function

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On the documents page, you can create a link to the document you want to share by clicking "Create link" under "Actions."

Creating a link allows you to easily share documents with your customers via email, chat tools, etc.

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You can also create and share this link to see how many times your leads or customers have accessed this document and when.

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HubSpot: A document management and tracking tool for sales materials

Furthermore, you can check detailed information about browsing, such as which pages were viewed and the time spent on each page, which allows you to understand what pages the leads or customers to whom cameroon number data you have sent materials are interested, which can lead to improved communication.

Playbook feature
What is a Playbook?
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HubSpot's Sales Playbooks

"Playbook" is a tool for standardizing sales activities, with a function that allows you to collectively share know-how and success stories in the sales process .

You can store various knowledge such as sheets summarizing the questions to ask leads and training manuals for new employees, which is expected to prevent sales activities from becoming too personalized and shorten the training period for new employees.

Playbooks can be accessed by selecting "Library" from the HubSpot navigation menu and then "Playbooks."

You can check the playbook you created from the contact screen. You can check the playbook while looking at customer information, such as recommended questions to ask the lead.