Start here for Sales

Use this when a customer calls or emails and you need to create a quote or invoice.

What changed

The old habit was to enter the order in MOM.

The new habit is to start the customer-facing order in HubSpot.

Basic flow

1. Find or create the customer in HubSpot.
2. Create the quote or invoice.
3. Add the products by SKU.
4. Add any discount line or note that belongs on the customer document.
5. Check the billing and shipping details.
6. Save the quote or invoice.
7. If it is an invoice, wait for it to sync to QuickBooks before shipping.

Watch for

• training discounts such as register-three-get-fourth-free
• kit discounts
• purchase order numbers
• missing participant names
• different billing and shipping addresses

If you are not sure

Open the FAQ and start with "Where do I start?"