Set rules for the warm paths Rudy shows
Tell Rudy in chat who to leave out, such as a person, a company, a domain or every company in a HubSpot deal stage, and he turns your notes into rules you check and save on one card. Rules are personal, and owners and admins can also set rules for the whole team. The Rules page under Agent lists every rule with options to change its end date, pause, resume or delete it, and path panels show how many paths your rules left out.
Team rules: owners and admins
Sign in with your company's SSO
Workspace owners connect your identity provider with SAML on the Security tab, pasting its metadata or entering its details, and verify your company's email domains with a DNS record. Teammates then choose Company SSO on the sign-in page, enter their work email and continue to your identity provider.
Set up by workspace owners
Star warm paths into your own target list
Click the star on any row of the Paths page to add a warm path to your personal target list. Turn on Starred to see only the paths you starred, whatever other filters you had set.
Give an account more than one category
On the Accounts tab, the category cell is a multi-select, so an account can carry any number of categories, shown as chips. The menu stays open as you tick and untick, so you can set several categories in a row.
