USER GUIDE

For your convenience, there are HubSpot cards built into the Company and Contact objects. These allow you to:

1. Get Match. Review and adjust the match of a specific record. See the Get Match functionality page for more information. 
2. Prospect Contacts. This allows you to prospect contacts associated with a specific company (only available on the Company card). See the Prospect Contacts at Company functionality page for more information.
3. Prospect lists. See the Prospecting functionality page for more information.
4. View and manage your AgileConnect Dashboard.

Note: login credentials to the AgileConnect Dashboard are required for the cards to work as intended. If you don’t have credentials, reach out to your HubSpot admin or your Agile Account Manager for assistance.