https://knowledge.hubspot.com/zh-cn 阅读所有 HubSpot 工具的操作说明文章和指南 zh-cn Mon, 22 Jun 2026 19:26:40 GMT 2026-06-22T19:26:40Z zh-cn https://knowledge.hubspot.com/zh-cn/meetings-tool/prep-and-manage-meetings-on-the-hubspot-mobile-app <p>您可以在 HubSpot 移动应用的专用会议详情页面上查看和编辑已安排会议的相关信息。在会议详情页面中，您可以查看会议议程、参会人员和内部备注。您还可以使用 HubSpot 的 AI 工具 Breeze 来为即将举行的会议做准备。</p> <p>您可以在 HubSpot 移动应用的专用会议详情页面上查看和编辑已安排会议的相关信息。在会议详情页面中，您可以查看会议议程、参会人员和内部备注。您还可以使用 HubSpot 的 AI 工具 Breeze 来为即将举行的会议做准备。</p> <img src="https://track.hubspot.com/__ptq.gif?a=53&amp;k=14&amp;r=https%3A%2F%2Fproxy.goincop1.workers.dev%3A443%2Fhttps%2Fknowledge.hubspot.com%2Fzh-cn%2Fmeetings-tool%2Fprep-and-manage-meetings-on-the-hubspot-mobile-app&amp;bu=https%253A%252F%252Fknowledge.hubspot.com%252Fzh-cn&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Meetings Mon, 22 Jun 2026 19:26:40 GMT customersupport@hubspot.com (HubSpot Support) https://knowledge.hubspot.com/zh-cn/meetings-tool/prep-and-manage-meetings-on-the-hubspot-mobile-app 2026-06-22T19:26:40Z https://knowledge.hubspot.com/zh-cn/workflows/use-records-created-earlier-in-the-same-workflow <p>在同一工作流中，后续步骤可使用该工作流中创建的记录。例如，在基于公司的工作流中，您创建了一条新的联系人记录。在同一工作流内，您可以添加操作来设置该联系人的营销联系状态，并在为团队创建任务或备注时使用该联系人的属性。 </p> <p> </p> <p>在同一工作流中，后续步骤可使用该工作流中创建的记录。例如，在基于公司的工作流中，您创建了一条新的联系人记录。在同一工作流内，您可以添加操作来设置该联系人的营销联系状态，并在为团队创建任务或备注时使用该联系人的属性。 </p> <p> </p> <img src="https://track.hubspot.com/__ptq.gif?a=53&amp;k=14&amp;r=https%3A%2F%2Fproxy.goincop1.workers.dev%3A443%2Fhttps%2Fknowledge.hubspot.com%2Fzh-cn%2Fworkflows%2Fuse-records-created-earlier-in-the-same-workflow&amp;bu=https%253A%252F%252Fknowledge.hubspot.com%252Fzh-cn&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Workflows Mon, 22 Jun 2026 11:51:13 GMT customersupport@hubspot.com (HubSpot Support) https://knowledge.hubspot.com/zh-cn/workflows/use-records-created-earlier-in-the-same-workflow 2026-06-22T11:51:13Z https://knowledge.hubspot.com/zh-cn/forms/increase-form-conversion-rates <p>Sprocket 的营销团队正在稳步提升网站流量，但页面浏览量并未转化为销售代表所需的潜在客户。随着人工智能驱动的搜索对网站流量产生影响，将现有访客转化为潜在客户至关重要。然而，该团队传统的潜在客户生成表单既静态又复杂，导致访客流失率居高不下。</p> <p>Sprocket 的营销团队正在稳步提升网站流量，但页面浏览量并未转化为销售代表所需的潜在客户。随着人工智能驱动的搜索对网站流量产生影响，将现有访客转化为潜在客户至关重要。然而，该团队传统的潜在客户生成表单既静态又复杂，导致访客流失率居高不下。</p> <img src="https://track.hubspot.com/__ptq.gif?a=53&amp;k=14&amp;r=https%3A%2F%2Fproxy.goincop1.workers.dev%3A443%2Fhttps%2Fknowledge.hubspot.com%2Fzh-cn%2Fforms%2Fincrease-form-conversion-rates&amp;bu=https%253A%252F%252Fknowledge.hubspot.com%252Fzh-cn&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Forms Thu, 18 Jun 2026 00:46:20 GMT customersupport@hubspot.com (HubSpot Support) https://knowledge.hubspot.com/zh-cn/forms/increase-form-conversion-rates 2026-06-18T00:46:20Z https://knowledge.hubspot.com/zh-cn/customer-success/customize-the-summary-tab-in-the-customer-success-workspace <p>在客户成功工作区的<em><span style="font-weight: normal;">“摘要</span></em>”选项卡中，您可以监控每日任务进度、客户浏览情况、健康评分摘要、日程安排以及关键报告指标。</p> <p>在客户成功工作区的<em><span style="font-weight: normal;">“摘要</span></em>”选项卡中，您可以监控每日任务进度、客户浏览情况、健康评分摘要、日程安排以及关键报告指标。</p> <img src="https://track.hubspot.com/__ptq.gif?a=53&amp;k=14&amp;r=https%3A%2F%2Fproxy.goincop1.workers.dev%3A443%2Fhttps%2Fknowledge.hubspot.com%2Fzh-cn%2Fcustomer-success%2Fcustomize-the-summary-tab-in-the-customer-success-workspace&amp;bu=https%253A%252F%252Fknowledge.hubspot.com%252Fzh-cn&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Customer Success Wed, 17 Jun 2026 14:06:14 GMT customersupport@hubspot.com (HubSpot Support) https://knowledge.hubspot.com/zh-cn/customer-success/customize-the-summary-tab-in-the-customer-success-workspace 2026-06-17T14:06:14Z https://knowledge.hubspot.com/zh-cn/invoices/customize-invoice-presets <div class="notice"> <p> 自定义发票预设需要<a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#super-admin">超级管理员</a>权限。</p> </div> <div class="notice"> <p> 自定义发票预设需要<a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#super-admin">超级管理员</a>权限。</p> </div> <img src="https://track.hubspot.com/__ptq.gif?a=53&amp;k=14&amp;r=https%3A%2F%2Fproxy.goincop1.workers.dev%3A443%2Fhttps%2Fknowledge.hubspot.com%2Fzh-cn%2Finvoices%2Fcustomize-invoice-presets&amp;bu=https%253A%252F%252Fknowledge.hubspot.com%252Fzh-cn&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Invoices Tue, 16 Jun 2026 16:45:29 GMT customersupport@hubspot.com (HubSpot Support) https://knowledge.hubspot.com/zh-cn/invoices/customize-invoice-presets 2026-06-16T16:45:29Z https://knowledge.hubspot.com/zh-cn/invoices/share-created-invoices <div class="notice"> <p> 查看、下载发票或通过电子邮件发送<a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#billing-and-adjustments">发票</a>，需要具备<a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#super-admin">“超级管理员”</a>权限或<a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#billing-and-adjustments">“查看”权限</a>。</p> </div> <p>为买家<a href="https://knowledge.hubspot.com/invoices/create-invoices">创建发票</a>后，您可以通过电子邮件、直接链接、下载 PDF 文件，或在 CRM 记录及对话收件箱中撰写消息时插入发票，来分享这些发票。 </p> <p>本文介绍了如何与买家共享发票。如需有关您自己的 HubSpot 发票的帮助，请了解如何<u><a href="https://knowledge.hubspot.com/account/how-can-i-pay-my-invoice-with-my-credit-card">查看、下载和支付您的 HubSpot 发票</a></u>。</p> <div class="notice"> <p> 查看、下载发票或通过电子邮件发送<a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#billing-and-adjustments">发票</a>，需要具备<a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#super-admin">“超级管理员”</a>权限或<a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#billing-and-adjustments">“查看”权限</a>。</p> </div> <p>为买家<a href="https://knowledge.hubspot.com/invoices/create-invoices">创建发票</a>后，您可以通过电子邮件、直接链接、下载 PDF 文件，或在 CRM 记录及对话收件箱中撰写消息时插入发票，来分享这些发票。 </p> <p>本文介绍了如何与买家共享发票。如需有关您自己的 HubSpot 发票的帮助，请了解如何<u><a href="https://knowledge.hubspot.com/account/how-can-i-pay-my-invoice-with-my-credit-card">查看、下载和支付您的 HubSpot 发票</a></u>。</p> <img src="https://track.hubspot.com/__ptq.gif?a=53&amp;k=14&amp;r=https%3A%2F%2Fproxy.goincop1.workers.dev%3A443%2Fhttps%2Fknowledge.hubspot.com%2Fzh-cn%2Finvoices%2Fshare-created-invoices&amp;bu=https%253A%252F%252Fknowledge.hubspot.com%252Fzh-cn&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Invoices Tue, 16 Jun 2026 15:38:44 GMT customersupport@hubspot.com (HubSpot Support) https://knowledge.hubspot.com/zh-cn/invoices/share-created-invoices 2026-06-16T15:38:44Z https://knowledge.hubspot.com/zh-cn/integrations/set-up-and-use-the-hubspot-agent-for-copilot <p>使用 HubSpot Copilot 代理，即可通过自然语言提示直接从 Microsoft 365 Copilot 访问您的 CRM 数据。</p> <p>使用 HubSpot Copilot 代理，即可通过自然语言提示直接从 Microsoft 365 Copilot 访问您的 CRM 数据。</p> <img src="https://track.hubspot.com/__ptq.gif?a=53&amp;k=14&amp;r=https%3A%2F%2Fproxy.goincop1.workers.dev%3A443%2Fhttps%2Fknowledge.hubspot.com%2Fzh-cn%2Fintegrations%2Fset-up-and-use-the-hubspot-agent-for-copilot&amp;bu=https%253A%252F%252Fknowledge.hubspot.com%252Fzh-cn&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Integrations Mon, 15 Jun 2026 15:00:46 GMT customersupport@hubspot.com (HubSpot Support) https://knowledge.hubspot.com/zh-cn/integrations/set-up-and-use-the-hubspot-agent-for-copilot 2026-06-15T15:00:46Z https://knowledge.hubspot.com/zh-cn/payment-processing/set-up-a-billing-portal <div class="notice"> <p> 持有<span style="font-weight: bold; font-style: italic;">Revenue Hub </span><a href="https://knowledge.hubspot.com/account-management/manage-seats#seat-types">核心席位</a>或<a href="https://knowledge.hubspot.com/account-management/manage-seats#seat-types"><span style="font-style: italic;">Revenue Hub</span>席位</a><a href="https://knowledge.hubspot.com/account-management/manage-seats#seat-types"></a><span style="font-weight: normal; font-style: normal;"> </span> 的用户可以为买家设置和配置计费门户。</p> </div> <p>为买家设置计费门户，以便其自助处理计费请求，从而消除买家和商户的手动操作流程。买家可以登录该门户，管理订阅、发票和支付方式。</p> <div class="notice"> <p> 持有<span style="font-weight: bold; font-style: italic;">Revenue Hub </span><a href="https://knowledge.hubspot.com/account-management/manage-seats#seat-types">核心席位</a>或<a href="https://knowledge.hubspot.com/account-management/manage-seats#seat-types"><span style="font-style: italic;">Revenue Hub</span>席位</a><a href="https://knowledge.hubspot.com/account-management/manage-seats#seat-types"></a><span style="font-weight: normal; font-style: normal;"> </span> 的用户可以为买家设置和配置计费门户。</p> </div> <p>为买家设置计费门户，以便其自助处理计费请求，从而消除买家和商户的手动操作流程。买家可以登录该门户，管理订阅、发票和支付方式。</p> <img src="https://track.hubspot.com/__ptq.gif?a=53&amp;k=14&amp;r=https%3A%2F%2Fproxy.goincop1.workers.dev%3A443%2Fhttps%2Fknowledge.hubspot.com%2Fzh-cn%2Fpayment-processing%2Fset-up-a-billing-portal&amp;bu=https%253A%252F%252Fknowledge.hubspot.com%252Fzh-cn&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Payments Mon, 15 Jun 2026 14:27:43 GMT customersupport@hubspot.com (HubSpot Support) https://knowledge.hubspot.com/zh-cn/payment-processing/set-up-a-billing-portal 2026-06-15T14:27:43Z https://knowledge.hubspot.com/zh-cn/campaigns/analyze-campaign-performance <p>分析您的广告系列表现，以评估广告系列的整体效果。无需在不同工具和页面之间来回切换，您可以在一个工具中全面查看不同广告系列的数据概览。 <br><br>此工具将取代<a href="https://knowledge.hubspot.com/zh-cn/campaigns/analyze-overall-campaigns?hubs_content=knowledge.hubspot.com/campaigns/analyze-campaigns&amp;hubs_content-cta=overall-campaign-performance#campaign-analytics">现有的广告系列分析工具</a>。如需访问旧版广告系列分析功能，您可在<a href="https://knowledge.hubspot.com/account-management/search-within-your-hubspot-account">全局搜索栏中</a>搜索<span style="font-style: italic;">“广告系列分析”</span>。</p> <p>分析您的广告系列表现，以评估广告系列的整体效果。无需在不同工具和页面之间来回切换，您可以在一个工具中全面查看不同广告系列的数据概览。 <br><br>此工具将取代<a href="https://knowledge.hubspot.com/zh-cn/campaigns/analyze-overall-campaigns?hubs_content=knowledge.hubspot.com/campaigns/analyze-campaigns&amp;hubs_content-cta=overall-campaign-performance#campaign-analytics">现有的广告系列分析工具</a>。如需访问旧版广告系列分析功能，您可在<a href="https://knowledge.hubspot.com/account-management/search-within-your-hubspot-account">全局搜索栏中</a>搜索<span style="font-style: italic;">“广告系列分析”</span>。</p> <img src="https://track.hubspot.com/__ptq.gif?a=53&amp;k=14&amp;r=https%3A%2F%2Fproxy.goincop1.workers.dev%3A443%2Fhttps%2Fknowledge.hubspot.com%2Fzh-cn%2Fcampaigns%2Fanalyze-campaign-performance&amp;bu=https%253A%252F%252Fknowledge.hubspot.com%252Fzh-cn&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Campaigns Mon, 15 Jun 2026 13:38:22 GMT customersupport@hubspot.com (HubSpot Support) https://knowledge.hubspot.com/zh-cn/campaigns/analyze-campaign-performance 2026-06-15T13:38:22Z https://knowledge.hubspot.com/zh-cn/integrations/use-the-docusign-integration <p>使用<a href="https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-docusign">DocuSign 应用</a>，您可以在 HubSpot 中创建、发送和管理 DocuSign 信封。您可以导入历史信封，在联系人、公司和交易记录中跟踪信封活动，并将现有的 DocuSign 信封添加到 HubSpot 记录中。 如果您使用工作流，可以基于 DocuSign 事件触发工作流操作，并将发送文件包作为业务流程的一部分自动执行。</p> <p>使用<a href="https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-docusign">DocuSign 应用</a>，您可以在 HubSpot 中创建、发送和管理 DocuSign 信封。您可以导入历史信封，在联系人、公司和交易记录中跟踪信封活动，并将现有的 DocuSign 信封添加到 HubSpot 记录中。 如果您使用工作流，可以基于 DocuSign 事件触发工作流操作，并将发送文件包作为业务流程的一部分自动执行。</p> <img src="https://track.hubspot.com/__ptq.gif?a=53&amp;k=14&amp;r=https%3A%2F%2Fproxy.goincop1.workers.dev%3A443%2Fhttps%2Fknowledge.hubspot.com%2Fzh-cn%2Fintegrations%2Fuse-the-docusign-integration&amp;bu=https%253A%252F%252Fknowledge.hubspot.com%252Fzh-cn&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Integrations Fri, 12 Jun 2026 14:41:25 GMT customersupport@hubspot.com (HubSpot Support) https://knowledge.hubspot.com/zh-cn/integrations/use-the-docusign-integration 2026-06-12T14:41:25Z