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December 08, 2025 Wake Up Customer Platform - Create Segments of your Quotes, Subscriptions, Invoices, Payments, and Payment Links

December 08, 2025 Wake Up Customer Platform - Create Segments of your Quotes, Subscriptions, Invoices, Payments, and Payment Links

Wake Up! Customer Platform - The Unofficial HubSpot Updates Morning Show
• 19 min
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Ready to unlock the full potential of your HubSpot platform? Join us as we dive into the latest updates and features that can elevate your business operations. In this episode of Wake Up Customer Platform, Chris Carolan, Casey Hawkins, and George B. Thomas guide you through essential enhancements and tools designed to improve your HubSpot experience. Here’s what you can expect to learn: - **Help Desk Search Experience Updates**: Discover how the new pre-search filters and an improved search results page can help support teams efficiently locate tickets, reducing noise and enhancing productivity. Learn more: https://app.hubspot.com/l/product-updates/?rollout=281919 - **Segmenting Quotes, Invoices, and Payments**: Learn how to create targeted segments for your invoices, quotes, subscriptions, and payments. This feature enables better tracking and management, allowing for more strategic outreach and streamlined sales processes. Learn more: https://app.hubspot.com/l/product-updates/?rollout=275887 - **Weekly Highlights**: Get a sneak peek into the exciting events lined up for the week, including Lead Score Monday, HubSpot Admins Hug, and valuable office hours where you can get your questions answered. Join Office Hours: https://valuefirstteam.com/office-hours/signup By tuning in, you'll gain actionable insights on how to maximize the tools at your disposal and ultimately drive your business forward. Don’t miss out on transforming your HubSpot capabilities into real results. Join us live every weekday morning at 7:30 AM Central or catch the replay on Spotify, Apple Music, and the Profoundly HubSpot Updates blog. Your journey to realizing the full value of HubSpot starts here!