Customer Call View
Edited

When you’re viewing all calls on the Team Calls tab, you can click on a Company logo to view all calls with that company. You can click on the logo of the company to view all calls:

You will be taken to a new tab with all of the calls associated with that company. On the right-hand side of the screen, you can view all attendees that have been on those calls. There are links to the attendee’s LinkedIn page and HubSpot/Close/Salesforce account if you have enabled a CRM integration.

You are able to view the company’s LinkedIn page by clicking on the LinkedIn logo next to the company in the upper left-hand corner.