FAQs
- How to create a deal in HubSpot and how to associate it with a KapQuote
- How to View and Print Invoices from Sales Web
- How to Log a Call or a Meeting
- How to Connect Email and Outlook Extension to HubSpot
- How to update a Contacts Email Subscription Preferences or Unsubscribe
- Adding a Tag Line to Outlook Email Signature and to HubSpot Email Signature
- How to Create and Save a Filtered List
- How to Create a New Deal from KapQuote or Link an Existing Deal to a Quote from within Sales Web
- How to find "stale' deals (open past close date)
- How to add/customize Email Signature in HubSpot
- Kaplan Sales Tax 101