- Open any contact in HubSpot
- On the right side CRM card click on the settings
- In the "Settings" tab, you will find four options:
- Billing
- Subscription Management
- Help and Support
1. User Management:-
A. Under "User Management," you can view:
- Your phone number.
- Your current plan.
B. If you are an admin, you can:- Manage users (add or make other users admin).
C. Adding Users- Adding more users with the same phone number incurs a $20 fee.
- If adding users with a different phone number, you will be prompted to enter the new details, and the license fee will depend on your current plan.
D. Create Contact and Sync Deals Options
- In the "Create Contact" option:
- If unchecked, unknown Telegram users who message you will not be saved as HubSpot contacts.
- If checked, their information will automatically be saved as contacts.
- In the "Sync Deals" option:- You can sync the conversation of HubSpot contacts to their deals' timeline.
- Viewing Deals- Any deals associated with the contact can be seen in the deals timeline.
- Click on any of the deals (e.g., 30 pending deals) to view them in detail.
2. In the "Billing" tab, you can view:- Your invoices.
- The next payment due date.
3. In the "Subscription Management" tab, you can:- Cancel, upgrade, or downgrade user subscriptions.
4. Help and Support Tab- Use this section if you are facing any issues and need to contact customer support.