HUBZ / SETUP AND MIGRATION
Start with your team, your data and a workflow you use every day. We plan the setup around what you need.
FROM FIRST CONVERSATION TO DAILY USE
Review how your team works, what customer information it uses and which follow-up steps are difficult. Establish a useful starting workflow rather than enabling every module at once.
Review starting records and any migration scope. Consider membership, existing roles and data separation together. Establish where contact and company fields will come from.
Review Gmail, calendar and social account needs with the appropriate account owner. Confirm the actual permission scope, technical compatibility and any activation requirements before relying on the connection.
Walk through a customer record, task or appropriate communication workflow with the team. Match the initial setup to daily work and record remaining needs as follow-up steps.