Product Specialist External & Additional Resources

User Guides (Google Docs)

Open the User Guide document and query the document using Gemini icon in the top right corner

• HubSpot Product Specialist FAQs

• HubSpot User Guide: Overview for Product Specialists

• HubSpot User Guide: Optimization Projects for Specialists

• HubSpot User Guide: On-Boarding Projects for Specialists

• HubSpot User Guide: Build Reviews for Specialists

• HubSpot User Guide: Navigating HubSpot Quickly & Efficiently

• HubSpot User Guide: Customer Success Workspace for Product Specialists

• HubSpot User Guide: Viewing Legacy Quickbase Data

• HubSpot User Guide: Task Creation & Activity Commenting

• HubSpot User Guide: Submitting & Managing Back Office Ticket Requests

Visual Walkthroughs (Tango)

• Optimization Projects for Product Specialists

• On-Boarding Projects for Product Specialists

• Accessing Legacy Quickbase Data

• Submitting & Managing Back Office Requests

• Using Record Previews in HubSpot

• Create & Manage HubSpot Tasks

• Using The Customer Success Workspace

• Managing & Submitting Build Reviews

• Navigating HubSpot Records

Video Tutorials

On-Boarding Projects: Video Tutorial

Optimization Projects: Video Tutorial

Customer Success Dashboard: Video Walkthrough

Back Office Requests: Video Walkthrough

Accessing Quickbase Legacy Data: Video Tutorial

Creating Tasks & Comments: Video Tutorial

HubSpot's Internal Resources

• HubSpot Glossary 

• A Guide to HubSpot's Navigation

• Getting Started in HubSpot

• Using the Projects Object

• Understanding HubSpot Objects

• Creating Tasks

• Filtering & Managing Task Views

• Completing Tasks in HubSpot

• Creating Tickets in HubSpot