Hubspot Learning
Simplely speaking, Hubspot is an advanced CRM management tool, we can use it to manage working flow conveniently.
1. register account on hubspot
www.hubspot.com
2. Click “Setting” icon
![](https://www.amosplanet.org/wp-content/uploads/2022/12/企业微信截图_16707497398493-1024x454.png)
3. Select “Deals” under Data management
![](https://www.amosplanet.org/wp-content/uploads/2022/12/企业微信截图_16707498956324-1024x460.png)
4. Select “Pipelines” on the right
![](https://www.amosplanet.org/wp-content/uploads/2022/12/企业微信截图_16707500623746-1024x462.png)
5. Add contents into pipeline
Our working flow can be divided into these blow. You also can customize based on your requirement
1)Client Complaint Handling Start
2)Client Basic Information
3)Client Issue Description
4)Client Issue Analysis
5)Communication with Colleagues
6)Communication with Research Engineers
7) The assumption of Client Issue
8)Verification of the assumption
9)Submit The Application
10)Tracking Number
11) Custom Clearance
12)Issue Solved
13)Reason Analysis
14) Client is satisfied
15) Client is not satisfied
![](https://www.amosplanet.org/wp-content/uploads/2022/12/企业微信截图_16707501379017-1024x460.png)
![](https://www.amosplanet.org/wp-content/uploads/2022/12/企业微信截图_16707506261790-1024x507.png)
6. Enter into Pipeline, you can see the pipeline you create.
![](https://www.amosplanet.org/wp-content/uploads/2022/12/企业微信截图_1670751490456-1024x471.png)
7. Create Deal and Add Client issue, one client issue for each deal
![](https://www.amosplanet.org/wp-content/uploads/2022/12/企业微信截图_16707508572194-1024x466.png)
![](https://www.amosplanet.org/wp-content/uploads/2022/12/企业微信截图_16707509338091-1024x463.png)
Hubspot Learning – Amosplanet
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