Step-by-Step Instructions
1. Receive Customer Request
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A request for a 15-minute training session is received from the customer (via email or other communication).
2. Create a Ticket in HubSpot
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Go to the Company or Contact record in HubSpot.
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Click the “+ Add” button on the right-hand side and create a Ticket.
3. Complete Ticket Details
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Ticket Name:
Customer/Company Name | Remote Training Session-
Example: Elite Conveyancing | Remote Portal Training Session
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Pipeline: Provisioning
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Provisioning Category: Remote Training
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Ticket Status: New
4. Confirm Ticket Ownership & Customer Details
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Ensure the ticket is assigned to your name.
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Confirm the left-hand panel shows the correct:
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Company name
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Customer email address
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5. Email the Customer
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Send an email to the customer confirming:
- Template: Remote Training Session
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Training date
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Time
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Trainer (must be Peter or Kylie only)
6. Create a HubSpot Task
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Create a task in HubSpot linked to the ticket.
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Schedule the task based on the customer’s preferred date and time.
7. Update Outlook Calendar
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Add the training session to your Outlook calendar.
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Ensure the calendar status is updated accordingly. Right click on Calendar and
- Categorized: Remote Training
- Show as Out of Office -
Click on the Calendar and send invites (TEAM MEETING) to the trainer and customer.
Notes
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Training sessions are limited to 15 minutes.
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Only Peter or Kylie may conduct the training.
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Ensure all details are accurately recorded in HubSpot for tracking and reporting.