Handoff Setup — HubSpot CRM
August 23, 2022•1 min to read•Onboarding
This guide covers the HubSpot-specific setup steps for Handoff: connecting your portal, mapping deal properties, and configuring your first SDR-to-AE handoff workflow.
This guide covers the HubSpot-specific setup steps for Handoff: connecting your portal, mapping deal properties, and configuring your first SDR-to-AE handoff workflow.