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Setting Up Your HubSpot at First Login

Training for Service, Parts and MotorClothes Associates

Set up your Profile

 

HOW TO: Set Up Your Profile

 

Search for a Contact

 

HOW TO: Search for a Contact

 

Create a Contact

 

HOW TO: Create a Contact

 

Create a Note

 

HOW TO: Create a Note

 

Send an Email

 

HOW TO: Send an Email

 

Log a Call - No Integration

 

HOW TO: Log a Call - No Integration

 

Set a Task and Complete a Task

 

HOW TO: Set a Task and Complete a Task

 

Edit Motorcycle Information

 

HOW TO: Edit Motorcycle Information

 

Service Writer Tips

 

HOW TO: Service Writer Tips

 

Parts Associate Tips

 

HOW TO: Parts Associate Tips

 

MotorClothes Associate Tips

 

HOW TO: MotorClothes Associate Tips

 

Review Your Department's Dashboard

 

HOW TO: Review Your Department's Dashboard

 

I Want More Training

 

HOW TO: I Want More Training

 

Training for Service, Parts and MotorClothes Managers

Add a User

 

HOW TO: Add a User

 

Remove a User

 

HOW TO: Remove a User

 

Reset Someone's Password

 

HOW TO: Reset Someone's Password

 

Set Tasks for Your Team

 

HOW TO: Set Tasks for Your Team

 

Prospecting - Find a customer based on Part Fitment

 

HOW TO: Prospecting - Find a customer based on Part Fitment

 

Review Your Department's Dashboard

 

HOW TO: Review Your Department's Dashboard

 

Help! Someone Called in Sick

 

HOW TO: Help! Someone Called in Sick

 

Holding Your Team Accountable

 

HOW TO: Holding Your Team Accountable

 

Training for Your Team

 

HOW TO: Training for Your Team