HubShots Daily Tip

A new tip (or reminder) related to HubSpot every day!

HubSpot Deal Loss Agent

The primary goal of the agent is reporting on lost deals - specifically, to identify trends in lost deals and recommend strategies to increase the number of deals won.

You can use it on it's own.
Or use a Trigger to run it automatically.

Full walkthrough:
https://www.skool.com/hubshots/classroom/210ab1b1?md=cbec33ba55bc4376b5ac3ea491225065

Ian and I chat through this in detail in the episode 314 of HubShots (around the 44:01 mark)
https://www.youtube.com/watch?v=rE0DF9qQF4I&t=2637s