| HubSpot Account Configuration |
HU001 |
Create a new HubSpot account |
1. Click on "Create Account." 2. Fill in relevant company information. 3. Configure branding elements. |
A new HubSpot account is successfully created with accurate company information and branding applied. |
PASS |
|
| Customization of Default Objects |
CU003 |
Create custom properties |
1. Navigate to Settings > Objects. 2. Create custom properties for Contacts, Companies, Deals, and Tickets. |
Custom properties are successfully created and can store/display data accurately. |
PASS |
|
| Pipelines and Stages Setup |
PS004 |
Create a sales pipeline |
1. Navigate to Sales > Pipelines. 2. Create a new sales pipeline. |
A new sales pipeline accurately represents the sales process. |
PASS |
|
| Pipelines and Stages Setup |
PS005 |
Define stages within a pipeline |
1. Navigate to Sales > Pipelines. 2. Edit a sales pipeline to define stages. |
Stages within the pipeline match the sales workflow. |
PASS |
|
| Integration with Aloware Communication Platform |
IA006 |
Integrate Aloware with HubSpot |
1. Access Integration settings. 2. Configure Aloware integration for phone and SMS. |
Aloware is successfully integrated with HubSpot, and rules are applied correctly. |
PASS |
|
| Integration with Email |
IE008 |
Integrate email system with HubSpot |
1. Navigate to Email settings. 2. Integrate the company's email system with HubSpot. |
Email system is integrated successfully with HubSpot. |
PASS |
|
| Integration with Email |
IE009 |
Configure email tracking and synchronization |
1. Access Email settings. 2. Configure email tracking settings and synchronization. |
Email tracking works as expected, and emails sync properly. |
PASS |
|
| Custom Reports and Dashboards |
RD010 |
Create custom reports |
1. Access Reports. 2. Create custom reports with key sales metrics. |
Custom reports displaying accurate sales metrics are created. |
PASS |
|
| Meeting Link Configuration |
ML014 |
Create personalized meeting links |
1. Access Meeting Link settings. 2. Create personalized meeting links. |
Meeting links are successfully created for scheduling. |
PASS |
|
| Automation Workflows |
AW016 |
Set up sign-up welcome sequence |
1. Create an automated workflow for sign-up welcome sequence. |
The welcome sequence triggers correctly for sign-ups. |
PASS |
|
| Automation Workflows |
AW017 |
Test appointment follow-up sequence |
1. Create an automated workflow for appointment follow-ups. |
Automated follow-up emails are sent as expected after appointments. |
PASS |
|
| Automation Workflows |
AW018 |
Validate appointment reschedule sequence |
1. Create an automated workflow for appointment rescheduling. |
The reschedule sequence functions accurately when appointments are rescheduled. |
PASS |
|
| Automation Workflows |
AW019 |
Verify appointment no-show sequence |
1. Create an automated workflow for appointment no-shows. |
The no-show sequence functions correctly, sending reminders and follow-ups. |
PASS |
|
| User Roles and Permissions |
UR020 |
Create user roles |
1. Access User Management. 2. Create user roles with specific permissions. |
User roles with defined permissions are successfully created. |
PASS |
|
| User Roles and Permissions |
UR021 |
Configure user access levels |
1. Edit user roles to configure access levels. |
User access levels are correctly configured based on sales team roles. |
PASS |
|