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Hubspot shit

Pipeline updates

rename pipeline to ‘upsell’

rename CS opportunity to ‘opportunity type’

remove products interested in (use line items)

rename CS notes to upsell notes

Upsell deal lead source: add AE review

Deal trigger breakdown: add 45 and 90-day review

Left index updates - upsell initiatives

Current:

• Client success manager
• CSM Sentiment
• Upsell Opportunity
• Products interested in
• Upsell Deal Lead Source
• Upsell Marketing initiative
• Upsell notes