Welcome to the Team Hub Overview Course!
Enhance your knowledge of the Team Hub to maximize your efficiency by streamlining your workflows and effectively managing all of your customer relationships.
Below is the course outline where you will find all of the individual lessons and can reference them as needed in the future.
Don't forget to complete the 2 minute survey at the end of the course to get credit for completion and provide any feedback you have from your experience to make this content better.
Click on "Lesson1: Overview of the Team Hub pages" to begin. Enjoy!
Important Notes:
- Be sure to enter your email address when prompted to verify you have permission to view the walkthroughs
Lesson 1: Overview of the Team Hub pages (5 minutes)
- Walkthrough highlights of: Dashboard, Clients, Admin, Quotes, Orders, Products, Marketing, Business Intel, Energy, Grain and Inbox
Lesson 2: The Clients page (10 minutes)
- Learn how to search and find customers
- Walkthrough how to navigate the Clients page
- Overview of Client Summary page and widgets
Lesson 3: Managing your customers (5 minutes)
- Learn how to update information on a customer’s profile
- Walkthrough how to send customers an invitation to the platform
- How to set up a new customer profile
Lesson 4: Notifications overview (5 minutes)
- Client's notification center in the Team Hub and Customer Portal
- Review notifications cadence
Lesson 5: Leveraging Inbox with your customers (6 minutes)
- How to send individual & bulk Inbox messages to customers
- Walkthrough examples of when to send an Inbox message