Looking for help with Hubspot Customization

---

Hi, we are looking to work with someone to make some customizations to our hubspot CRM account. To start, we only need help to ensure our new website is properly integrated like our current website to accept submissions from our website into hubspot. We would have you work with our website developer to ensure all the necessary forms work and will submit appropriately just like our current website does without any interruption. After this project is completed we will look to work on the following customizations in the coming weeks. Track & Report "Lead Response Time" User Profiles Full Admin/Owner - Alan, Scott, Gary Sales Rep, can only see their own Assigned Leads Project Manager - Sales Assistant - Lead Workflow, Lead Scoring for Notifications, etc. Automate lead response How does Accounts vs Leads work? Set up HubSpot mobile app so we can Manager can assign or respond to leads quickly. Set up structure to assign leads to SalesReps. Set up template lead response language that can be selected via mobile app. Understand how AI might be used with initial lead response. Clean up lead source tracking and reporting. image.png Set up new properties to track lead referrals. Thank you for your time and consideration. - Jacob

Keyword: AI Automation

HubSpot