Client Process Updates
By Tyne
February 24th 2022
hi @channel it's me again with another prospective client process update
there were three minor clarifying edits made in the process document. they are highlighted for quick locating.
i've set up a workflow in hubspot so that strategists will be automatically notified via email when there is a new unclaimed deal to review. the email will come from hubspot, the photo shows an example of what you can expect to receive.
also! i would like to recommend that folks who have yet to add the Hubspot Sales extension to their browsers/email. this are lots and lots of good integrations included from contact and deal tracking to template access, and more.
if you chose to add a Hubspot extension sure you're doing it from with @bakauconsulting.com email account for it to work properly
if you need detailed hubspot tech support pls book a time with me to connect :) software can be super daunting and i'm here to help if you need!
HOW TO's:
Set up the HubSpot Sales Chrome extension
Install HubSpot Sales for Gmail, Office 365, and Outlook desktop