FAQs

Find answers to the most common questions about Orchestra’s HubSpot platform.

• FAQ: Percentage-Based Fees & Commissionable Products
• FAQ: Marketing Hub
• FAQ: How do I update deal amounts?
• FAQ: I'm being GHOSTED by a client, what do I do?
• FAQ: What’s the Difference between a Lead and a Deal?
• FAQ: How do I show a deal is shared with another practice or agency?
• FAQ: How do I turn a lead into a deal?  
• FAQ: How do I enter line items for a custom retainer?
• FAQ: How do I delete a lead or deal?
• FAQ: How do I move a deal to Close Won?
• FAQ: Our contact form received a spam message. How do we remove it from our leads?
• FAQ: How do I update the GRL and CRL on a deal?
• FAQ: How do I change the company associated with my deal?