The Arrows CRM card in HubSpot is your control center to create plans, view plan progress, and access plans without needing to leave HubSpot!
This guide will walk you through the setup process to make sure you have the most current version on your deal, ticket, or custom records in HubSpot
Customize your record
From the record you use to manage onboarding (tickets in this example), select the customize record option in HubSpot
Note: you may need your admin or someone with the right permissions to access this
Select the proper view
If you have custom team views on your records for specific teams, you can select the appropriate view.
Generally speaking, you’ll likely have a Default view so start there.
Customize the right sidebar
The Arrows CRM card lives in the right sidebar.
Select Add cards to choose the right card.
Add the Arrows Onboarding Plan card
The most current version is simply called Onboarding Plan make sure that’s the one you have selected
Note - if you have the one titled Onboarding Plan - Arrows turned on, you’ll want to turn that one OFF by de-selecting it.
Close that right sidebar once you’ve selected the right card
Save your updates
Once you’ve added the right card you can position it to your desired spot in your right sidebar and be sure to save your changes.
Head back to your ticket, deal, or custom record and the Arrows CRM card will be available for use!
