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Utilizar elementos de pedido

customersupport@hubspot.com (HubSpot Support) — Fri, 30 Jan 2026 18:12:47 GMT

Line items are individual instances of products or custom line item entries created when configuring credit memos (BETA), deals, invoices, payment links, quotes, legacy quotes, and subscriptions. Use the line item editor to configure details for product-based line items and custom line items, such as price, discount, and billing terms.

After a buyer makes a purchase, report on line items using the report builder, as well as use Line item workflow enrollment triggers for automation in deal, quote, invoice, payment, subscription, order, and cart-based workflows.

Comprender los objetos

customersupport@hubspot.com (HubSpot Support) — Fri, 30 Jan 2026 17:14:10 GMT

Objects represent your customers and business process information. Depending on your use case and HubSpot subscription, there are many objects available, such as contacts, deals, subscriptions, activities, payments, and conversations. If you're a Super Admin, you can activate additional objects, such as appointments and services. You can also create custom objects for use cases unique to your business. All objects are powered by the same data platform. This allows you to associate records and create reports on them.

Cookies establecidas en el navegador del visitante por HubSpot

customersupport@hubspot.com (HubSpot Support) — Fri, 30 Jan 2026 17:13:07 GMT

If you host your website by HubSpot or have installed the HubSpot tracking code, the cookies below may be set on your visitors' browsers, depending on your site's setup. You can learn more about the cookies set by HubSpot by reading below.

Crear y enviar cotizaciones

customersupport@hubspot.com (HubSpot Support) — Fri, 30 Jan 2026 16:08:45 GMT

After setting up quotes, create and send them using the quote editor.

Ajuste y configuración del agente de servicio al cliente

customersupport@hubspot.com (HubSpot Support) — Fri, 30 Jan 2026 14:12:32 GMT

Set up a customer agent powered by Breeze, HubSpot's AI, that uses your content to answer simple user questions. This lets the rest of your support team focus on more complex cases.

Configurar llamadas

customersupport@hubspot.com (HubSpot Support) — Fri, 30 Jan 2026 07:08:01 GMT

Set up calling in HubSpot to make and receive calls. When you set up calling, you can do the following:

Configurar y analizar la visibilidad de la IA

customersupport@hubspot.com (HubSpot Support) — Thu, 29 Jan 2026 21:51:36 GMT

Mida cómo aparece una marca en los resultados de búsqueda impulsados por IA utilizando herramientas de visibilidad de IA. Una vez confirmados los detalles de la marca, como el perfil del cliente ideal o los productos y servicios, se realiza un seguimiento continuo de los prompt para evaluar la visibilidad de la marca en los motores de IA compatibles. Las herramientas de visibilidad de IA de

comparan diariamente los prompt con los motores de IA (por ejemplo, ChatGPT) y, a continuación, agregan los resultados en métricas de visibilidad. Estas métricas permiten analizar las menciones de marca, la cobertura prompt y los patrones de citación a lo largo del tiempo.

Crear y editar propiedades

customersupport@hubspot.com (HubSpot Support) — Thu, 29 Jan 2026 19:19:17 GMT

Properties are fields that store information on HubSpot records. For example, you can use the City company property to specify where companies are located. There are default properties included for each object, but you can create custom properties to store unique data for your business.

If you want to create a property with the same set-up as an existing property, you can also clone a property.

Please note: your account may use personalized names for each object (e.g., account instead of company). This article refers to objects by their HubSpot default names.

Establece metas de ANS en el centro de ayuda

customersupport@hubspot.com (HubSpot Support) — Thu, 29 Jan 2026 19:17:40 GMT

You can set service level agreement (SLA) goals to help your support team stay on track with customer expectations by defining goals for ticket response and resolution times. These goals can be applied to all tickets in the help desk or based on specific ticket properties, or a combination of properties. You can also customize whether your SLA goals apply at all times or only during specific hours.

Entender el editor de propiedades

customersupport@hubspot.com (HubSpot Support) — Thu, 29 Jan 2026 17:52:27 GMT

El editor de propiedades es donde se configuran las propiedades personalizadas, incluyendo el nombre de la propiedad, el tipo de datos que almacena, las reglas a las que se adhiere y quién puede verla o editarla. Revisa a continuación el diseño, la terminología y los procesos del editor de propiedades para mantener tus propiedades en HubSpot.

Si ya está familiarizado con el editor de propiedades, aprenda a crear propiedades y aplique la siguiente información.