How to Enable Customer Success Workspace in HubSpot

How to Enable Customer Success Workspace in HubSpot
How to Enable Customer Success Workspace in HubSpot

Enabling the Customer Success Workspace in HubSpot allows you to centralize and manage customer success activities, such as onboarding, retention, and support, within your HubSpot CRM. Here's how you can enable it:

Log in to Your HubSpot Account:

  • Go to the HubSpot website and log in to your account using your credentials.

Navigate to the Settings:

  • Once logged in, navigate to the settings by clicking on your account name or the settings icon in the top right corner of the screen.

Access the Workspace Settings:

  • In the settings menu, locate and click on "Workspace settings." This will take you to the settings page where you can manage your workspaces.

Enable the Customer Success Workspace:

  • In the workspace settings, you'll see a list of available workspaces. Look for the "Customer Success" workspace and click on it.

Toggle the Switch to Enable:

  • Within the Customer Success workspace settings, you'll typically find a toggle switch or checkbox to enable it. Toggle the switch to the "On" position to enable the Customer Success workspace.

Review and Confirm:

  • After enabling the Customer Success workspace, you may have the option to review and confirm your selection. Ensure that you're enabling the correct workspace, as this action may affect how your CRM is organized and accessed.

Save Changes:

  • Once you've confirmed your selection, be sure to save your changes. Look for a "Save" or "Update" button at the bottom of the workspace settings page and click on it to save your changes.

Explore the Customer Success Tools:

  • Once the Customer Success workspace is enabled, you can start exploring the tools and features it offers. These may include customer success pipelines, tasks, templates, and reports designed to help you manage and track customer interactions and success metrics.
Write Comment

Related Post