Sales & Marketing Hub guides
CRM profiles, campaign management, email consent, public content, workflow automation and connected client work.
Complete task index
Choose the task you need. Each guide includes its screen route, access requirements, steps, result checks and troubleshooting.
Start and govern
Find the Marketing Hub and set staff permissionsOpen the correct Hub workspace and understand which permissions control records, resource editing, review, publication and delivery.Create, find and edit Hub resource draftsSave a campaign, email, audience, workflow or content resource, then find it again without publishing it by accident.Review, publish, pause and restore Hub resourcesMove a draft through independent review and publication, and understand what pausing or archiving actually stops.Compare revisions, duplicate drafts and export Hub resourcesReview what changed, reuse approved ideas as new drafts and export an accessible resource definition for reference.Resolve Hub permissions, approval, delivery and workflow errorsFind the affected layer, preserve the current resource revision and resolve the actual cause before repeating an action.
CRM and audiences
Manage contact, company and lead lifecycle profilesFind existing CRM records and maintain Hub lifecycle, score and health without creating a second customer database.Log Hub activities and manage shared native tasksRecord calls, meetings and notes, prepare drafts and create follow-up tasks with the correct native task handoff.Record marketing permission and respect unsubscribe requestsRecord evidence for the current recipient address and understand why suppressed addresses cannot be re-subscribed through the Hub form.Build audiences and preview matching CRM recordsCreate reusable contact, company or lead criteria and inspect the full authorised matching count before using an audience.
Campaigns and email
Create campaign plans, budgets and measurable goalsGive a campaign a clear objective, original-currency budget, dates and an operational goal your team can actually verify.Attach campaign assets and review observed resultsBring the right emails, forms and workflows into a campaign without copying them, then inspect the outcomes the Hub records.Write and personalise a marketing email draftPrepare the subject, inbox preview and body, using supported personalisation fields with useful fallback text.Select recipients and schedule approved Hub emailQueue a published marketing email for explicitly selected eligible contacts or leads, immediately or at a future UTC time.Monitor, reschedule and cancel Hub email deliveryUnderstand queue outcomes, change a queued schedule and handle uncertain SMTP results without creating duplicate messages.Enable or pause the Hub outbound email boundaryReview the connected workspace and explicitly control whether approved queued marketing email may use the existing SMTP transport.
Content studio
Build email and page content in the design studioArrange supported content blocks, choose a theme and save a structured design without writing HTML or changing a live publication.Preview content and resolve design quality checksCheck the content your audience will see and distinguish a publication blocker from useful design advice.
Public content and service
Create a lead capture form and review private submissionsPublish a branded enquiry form, collect the required privacy acknowledgement and read submissions without silently creating CRM records.Publish landing pages, blog posts and knowledge articles with SEO metadataBuild useful public content, set its search title and description, and decide which published pages can appear in the module sitemap.Create NPS and CSAT feedback surveysAsk a focused customer feedback question, publish the survey and review individual responses with privacy controls.Document service response and resolution targetsCreate a reviewed service policy with priority, response and resolution targets that your team can reference consistently.
Sales and automation
Build sales follow-up sequences and playbooksPrepare repeatable internal follow-up steps and sales guidance without treating a draft activity as a sent email.Build a branching CRM workflow with approved dependenciesConfigure conditions, profile changes, scoring, follow-up work and approved email queueing in a valid workflow graph.Edit and rehearse workflows on the visual journey canvasArrange workflow steps, connect branches and test the current canvas before saving a reviewed automation draft.Set future-event workflow enrolment and re-enrolment rulesStart approved workflows from new CRM events while controlling eligibility, ownership and repeated enrolment.Set workflow execution hours and completion goalsKeep workflow actions within a chosen local-time window and stop a journey when its completion criteria are met.Test, enrol and control workflow or sequence runsSeparate dry tests from live enrolment and use run history, pause, resume and cancellation without losing the execution context.
Intelligence and reporting
Create explainable fit and activity lead scoring modelsCombine explicit profile rules with recent completed Hub activity and review the score calculation before applying it.Assess records and apply reviewed scores in Intelligence deskExplain a record’s score, deliberately update its profile and create a permitted follow-up task when the evidence supports it.Review deal follow-up risk with Revenue Rescue and Deal RadarPrioritise visible open deals using explicit missing-date and stale-activity signals, then inspect the original deal before acting.Rehearse a campaign before launchCheck a bounded sample of campaign assets, recipient eligibility and workflow branches without publishing, enrolling or sending.Use connected Sales deals, Hub analytics and workspace statusMove between the native deal workspace and Hub reporting while keeping campaign counts, sales metrics and connection status in their proper context.
Connected client work
Use the shared client workspace across CRM and SalesOpen one permission-aware view of a client’s existing tasks, sales work, documents, finance, projects and email without copying the source records.Create client tasks and reminders, and open original documentsHand follow-up work to native Tasks, set timed reminders and reach permitted letters, contracts and compliance evidence from the client workspace.Review client email and prepare a reply in the existing mailboxFind authorised client messages and save a composed email or reply as a native mailbox draft for final review.