Knowledge Base

Use the site speed dashboard

HubSpot Support — Fri, 04 Apr 2025 04:00:00 GMT

With the site speed dashboard, you can use real user data to evaluate how well your website performs for visitors against key Web Vitals metrics. You can then use this data to optimize load times and improve user experience.

Knowledge Base Article Template

HubSpot Support — Thu, 03 Apr 2025 04:00:00 GMT

Introductions should help the reader determine what they will gain from the feature and understand the use case. When building an introduction for a KB article, it should answer the following questions:

Create a knowledge base

HubSpot Support — Mon, 24 Mar 2025 04:00:00 GMT

You can create a knowledge base to organize information for your visitors and customer. Once you've created your knowledge base, you can create articles to populate it.

Before you get started

Before you begin working with this feature, make sure to fully understand what steps should be taken ahead of time, as well as the limitations of the feature and potential consequences of using it.

Understand requirements

To create a knowledge base, users will need Super Admin permissions or Knowledge base settings permissions.

Understand limitations & considerations

HubSpot accounts with Service Hub Professional subscriptions can create one knowledge base, with up to 2,000 articles.
HubSpot accounts with Service Hub Enterprise subscriptions can create up to 25 knowledge bases, with up to 10,000 total articles.

Use subscriptions to store recurring revenue data

HubSpot Support — Wed, 05 Mar 2025 05:00:00 GMT

Customers can use subscriptions to store recurring revenue data. Import existing subscriptions, and create subscriptions that get stored as a standard object.

Understand how Sensitive Data is used in HubSpot tools

HubSpot Support — Tue, 04 Feb 2025 05:00:00 GMT

Once you turn on Sensitive Data in your HubSpot account, certain tools have unique considerations or behavior when using Sensitive Data. In this article, learn more about where Sensitive Data can be used and how to properly manage it within each tool.

For more information about Sensitive Data, refer to the Sensitive Data terms page. To learn how to turn on Sensitive Data and create Sensitive Data properties, refer to this article.

Please note: Sensitive Data is not supported in some tools, including chatbots, personalization tokens, playbooks, and sandboxes. Highly Sensitive Data is further restricted and can only be used in certain scenarios.

Create invoices

HubSpot Support — Fri, 31 Jan 2025 05:00:00 GMT

Create invoices in HubSpot to collect digital payments through Stripe payment processing or HubSpot payments, or to track payments made outside of HubSpot. Super Admins and users with invoices object permissions can create an invoice:

Directly from a contact, company, deal, or quote record, or from the invoices index page.
From a published quote, to copy the quote's details into a new invoice.
Automatically using subscriptions.
Automatically when payments are made through payment links or quotes.

Set ticket capacity limits for users in help desk

HubSpot Support — Thu, 30 Jan 2025 05:00:00 GMT

Super admins can set ticket capacity limits for users managing tickets in help desk. When limits are reached, automatic ticket assignment will pause. While tickets can still be manually assigned, users will see both their current ticket count and capacity, ensuring fair distribution and improving your teams overall efficiency.

Manage objects in the object library

HubSpot Support — Thu, 09 Jan 2025 05:00:00 GMT

To understand and manage the objects used in your account, in the object library, you can review your account's objects and activate objects to adjust your data model.

To view a model of your account's objects, learn more about the data model overview. For more information about objects, records, and other CRM components, learn more about managing your CRM database.

Use Partner Services

HubSpot Support — Mon, 16 Dec 2024 05:00:00 GMT

Partner Services is a HubSpot CRM object for HubSpot Solutions Partners and HubSpot employees manage their onboarding services, improve operational efficiency, and drive product activation.

Use Partner Clients

HubSpot Support — Mon, 16 Dec 2024 05:00:00 GMT

Partner Clients is a HubSpot CRM object that makes it easier for HubSpot Solutions Partners and HubSpot employees to work together to drive product activation and retention for customers.

You can also use the Partner Client API to integrate your Partner Client records with other external applications such as Asana Clickup. Learn more about using the Partner Clients API.