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HubSpot CRM, Common Requirements, :mailbox_with_mail:, :pen:, :silhouettes…

- - - - Agents roles creating & Access management
      - Stats, Reports & Data management
      - Chat bots integration
      - Set up third-party integrations
      - Process automation for sales, support, and billing (Premium Feature)
      - Playbook (Premium Feature)
      - Email & Notifications management
      - SEO content optimisation (Premiun Features)
      - Payments providers integrations (HubSpot or Stripe)
      - Standard User View / Create / Update / Edit / Delete
      - Ability to act as a any Standard User
      - Managing advertising campaigns
      - AB testing
      - Process automation for support (Premium Feature)
      - Process automation for billing (Premium Feature)
    - - Customer & Lead requests handling (Live Chat / Calls / Email / Other)
      - Use processes created by administrators
      - Work with tasks within the access
- - - - Ability to act as a Support Agent
      - Stats management
      - Overview Agent Activity log and Performance Stats based on Activity log
      - Support Agent View / Create / Update / Edit / Delete
      - Access management
    - - Refund and payment management
      - Assisting users
      - Activity log
      - Users answer recording
  - - - Platform Stats management
      - Processing of agent requests
      - Limited Access management
    - - Support Agent View / Create / Update / Edit / Delete
      - Support Supervisor View / Create / Update / Edit / Delete
      - Service Admin View / Create / Update / Edit / Delete
      - Access management
      - Stats, Reports & Data management
      - Platform Stats management