What are the steps?
- Open HubSpot, open the Side Panel and choose Tours.
- With the search empty, the most-started tours of the last 7 days appear first automatically. Or ask what you want to do, such as “how do I create a deal”. Search keeps its relevance order.
- Choose Start tour. HubCoach automatically opens its starting view and continues at the first step after the page loads. When a tour needs a specific record, open an appropriate record first: tours never store someone else’s record ID. A cursor points at the control and a note explains the step.
- Do the action in HubSpot: click the marked control or fill in the field. The tour moves on by itself. You can also choose Next or Back.
- When a step happens in another view, open it or choose Go to that view. The tour continues there, even after HubSpot loads another page.
- Choose Exit tour at any time. You can repeat a tour whenever you need it.
What does it look like in practice?
- Example
You need to log a call outcome and do not remember where. Type “call outcome” in Tours, start the tour and follow the marked steps on your own record.
What should you keep in mind?
How do you find the tour you need?
- Search like this
“how do I log a call”, “create deal from contact”, “close ticket”.
- Avoid
A single word such as “deal”: it brings too many results.