Getting started with CRM data: How to report on CRM data in ScaleXP: Adding a new CRM connection – what do I get? For information on how to connect ScaleXP to Hubspot or Salesforce and map sales pipelines and pipeline stages, see this...
How to Configure Hubspot, Pipedrive or Salesforce for ScaleXP How to configure your CRM to best integrate your data with ScaleXP. What fields/properties to create in the CRM and map to ScaleXP.
How to view renewals To view your renewals schedule, go to Customers (top bar) > Pending Renewals (left sidebar). Set the Filter by accounts...