Guides
Practical answers to the questions sales teams ask about HubSpot, with or without Liney.
- Stop deals reaching Closed Won without what you need
How to make line items, contacts, companies and key fields required before a HubSpot deal closes: what HubSpot blocks on its own, where it stops, and how Liney asks reps for the missing pieces while they log the deal.
- Keep HubSpot up to date after every call
Why deals fall behind in HubSpot, and how to update the deal, its contacts, the note and the follow-up from one typed line, even a whole day of calls at once or from your phone.
- Get reps to fill in required fields without chasing them
Which HubSpot fields to require, where HubSpot can enforce them, and how to have reps asked for missing values while they log a deal instead of chasing them afterwards.
- Undo a HubSpot update you got wrong
Every way to put back a wrong change in HubSpot: undo right after an edit, property history, restoring CRM changes and deleted records, and undoing a whole Liney line, notes and tasks included, for 30 days.
- Find deals that have gone quiet
How to spot open HubSpot deals nobody has touched in weeks with a saved view, and how to see quiet deals, missing next steps and today’s follow-ups at a glance in Liney.