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HubSpot Implementation - Data

The document outlines a Personal CRM system with three main sections: Financial Statements, Documents, and Accounts, each containing various fields for data management. It includes details such as account names, transaction information, and ticket management. The system allows for lead tracking and organization of customer interactions through assigned users and status updates.

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pablo manrique tercero
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17 views1 page

HubSpot Implementation - Data

The document outlines a Personal CRM system with three main sections: Financial Statements, Documents, and Accounts, each containing various fields for data management. It includes details such as account names, transaction information, and ticket management. The system allows for lead tracking and organization of customer interactions through assigned users and status updates.

Uploaded by

pablo manrique tercero
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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SKALE PERSONAL CRM MT

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1 Financial Statements 1 Leads 1 Name
Acc Name Name 2 TP
Acc ID Assigned user 3 Last Transaction (date)
Type Created by 4 Margin Level
Amount Creted at
Currency Modified by
Deposit Date Email
Status Phone
Gateway Instance Status
Transaction ID Description
Transaction Details Followers
Assigned To
2 Documents
Type
Description
Acc Name
Status
Assigned to
Created time
3 Accounts
Name
Email
Phone
Status
Assigned to
City
Country
FTD Status
Total Balance
Net Deposits in USD
Cretaed Time
Last modified by
Lead source
4 Tickets
Title
Organization name
Ticket type
Assigned to
Status
Created time
Ticket number
Description

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