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About HubSpot Dashboards and Reports
With the playbooks tool, you can create interactive content cards displayed in contact, company, deal, and ticket records. When speaking with prospects and customers, your team can reference these and create standardized notes.
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🥇 Best Practices
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📄 Step-by-Step Instructions for Creating and Managing Dashboards and Reports
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For additional instructions on creating and managing Templates, view all HubSpot Dashboards and Reports articles. |