WoodsPortal Setup Guide

Install and Configure WoodsPortal in your HubSpot Account

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***Minimum HubSpot license requirements: Content Hub Professional | Sales Hub Enterprise | Service Hub Enterprise ***

WoodsPortal

Installation

 

Portal Design and Customization

Object and Property Mapping

Managing user access

Building Record Creation Form

Create Nested Folders via Workflow

Granular Visibility Control

 

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