Sales users are pushed out of the help desk, lists are finally getting exclusion settings, and Boolean values are becoming stricter. Do you know how the upcoming updates are going to affect your CRM configuration?
HubSpot is staying true to their habit of frequently updating and improving their solution. With hundreds of updates every week, it can be a challenge to get a good overview of what is relevant for you. This is why I decided to write this summary of some of the updates that will have a direct impact on your CRM setup in Q4 2024.
Keep in mind that I can't include everything here, so it is still a good idea to look out for updates that could impact your company. You can find all updates, and more information about the updates mentioned here in the Product updates page in your HubSpot portal.
Active lists are getting exclusion filters
Currently being tested in a private beta, active lists are about to get some more options in the "Settings" tab. If you haven't seen this, you can set up notifications for significant changes to a list already. This tab is about to be expanded with new options to convert to a static list, and finally also with exclusion criteria.
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