Client Hub
Overview: This is a guide on how to navigate the Client Hub object on HubSpot
Scope: This SOP applies to all employees and departments throughout the business
Business Units:
Voly Yachting
PinPoint Works
workrest
Departments: Account Management
Useful Links:
SharePoint location URL
Direction: Log in to HubSpot here and navigate to the Client Hub object
Associations
Client Hub Record
Tabs
Associations
The Client Hub record centralises all objects for Account Management across HubSpot and below is a brief diagram of how the associations will support the records:
- Asset
- Contact (Primary Contact)
- Deals
- VY Sales
- VY Re-subscriptions
- VY Additional Users & Upgrades
- Treasury – Sales Pipelines
- PW Sales
- PW Resubscriptions
- PW Resubscriptions
- PW Additional Users & Upgrades
- workrest – Sales
- Product Subscriptions
-
- Voly Yachting
-
- PinPoint Works
-
- Workrest
- Workrest
- Tickets
-
- Card Orders
-
- Card Disputes
-
- Product feedback
-
- Rejected Payments
-
- FX Requests
-
- Missing Payments
- Transfer Request
Client Hub Record
1. Client Hub Record name (made up of Asset and Primary Contact)
Contact
2. Contact information
a. Left sidebar
Contact Information card - General details surrounding the user
b. Left sidebar
c. Centre
Contact Enrichment information you’ll gain from communicating with the client
Right sidebar
Contact association records
Asset
3. Asset information
Boat Pro information (not available for assets that have been manually created)
b. Centre
More information on active software and products
c. Right sidevar
Asset associated records
Product Subscription
4. Product Subscription
Quick glance information on associated Product Subscriptions
b. Right sidebar
Product Subscriptions association records
Companies
5. Companies
a. Right sidebar
Companies associated records
6. Overview
a. The above provides a breakdown on the “Overview” tab
See below for more information on the tabs
Deals
7. Deals
a. Centre
Quick glance at the information on associated Deals
b. Right sidebar
Deal association records
Tickets
8. Tickets
a. Centre
Quick glance at the information on associated Tickets
b. Right sidebar
Ticket associated records
Tabs
We have 6 different tabs available for each Client Hub record. The above has reviewed the “Overview” tab and below will cover the remainder:
Activities
The Activities tab is included by default on a record and shows all activities for a record. If your account has free tools, you can view all activities created within the last 30 days.
The selected activities and filters apply to all records for that object and are unique to each user.
1. Navigate to your records.2. Click the name of a record.
3. In the middle panel, click the Activities tab, then click the Filter activity dropdown menu.
4. To include an activity type on the timeline, select the corresponding checkbox. Select the Select all checkbox to select all activity types.
5. To filter engagement activities created by or assigned to specific users or teams, click the All users or All teams dropdown menus and select a user or team. User and team filters will not be applied to other records of that object.
For fast filtering, click the Notes, Emails, Calls, Tasks, and Meetings tabs in the middle panel to see only the respective activity types.
VY | Info.
The VY | Info tab pulls through all Voly Accounting product information
a. Centre
Quick glance information on associated Product Subscriptions
b. Right sidebar
Product Subscriptions association records
2. VY | Financial Information
a. Centre
The dropdown box allows you to select the Product Subscription (if you have multiple records associated).
b. Centre
Within each VY Product Subscription is a HubSpot/Secure API which pulls in specific financial snap shots to help understand from an overview the activity from the secure account.
3. VY Deals Sales Pipeline
a. Centre
Quick glance information on associated Deals within the VY Sales pipeline
4. VY Deals Resubscription Pipeline
a. Centre
Quick glance information on associated Deals within the VY Sales resubscription pipeline.
PW | Info. 
a. Centre
Quick glance at information on associated Product Subscriptions
b. Right sidebar
Product Subscriptions association records
2. PW Deals Sales Pipeline
a. Centre
Quick glance information on associated Deals within the PW Sales pipeline
b. Right sidebar
Product Subscriptions association records
3. PW Deals Resubscription Pipeline
a. Centre
Quick glance information on associated Deals within the PW Sales resubscription pipeline.
b. Right sidebar
Deals association records
WR | Info.
TBC
Tickets
\
- Overview of Tickets – this provides a breakdown of associated tickets dependent on the pipeline they’re in
Centre
Quick glance information on associated Card Orders tickets
Right sidebar
Card Order association records
b. Card Disputes - All associated Card Disputes tickets from the Card Dispute pieline
Centre
Quick glance at information on associated Card Disputes tickets
Right sidebar
Card Disputes association records
c. Product Feedback - All associated Product feedback tickets from the Product feedback pipeline
Centre
Quick glance at information on associated Product Feedback tickets
Right sidebar
Product Feedback association records
d. Rejected Payments - All associated Rejected Payments tickets from the Rejected Payments pipeline
Centre
Quick glance at information on associated Rejected Payments tickets
Right sidebar
Rejected Payments association records
e. FX Payments - All associated FX Payments tickets from the FX Payments pieline
Centre
Quick glance at information on associated FX Payments tickets
Right sidebar
FX Payments association records
f. Missing Payments - All associated FMissing Payments tickets from the Missing Payments pipeline
Centre
Quick glance at information on associated Missing Payments tickets
Right sidebar
Missing Payments association records