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      How to create a training licence in HubSpot?

      This article describes the workflow of creating a training licence in HubSpot.

      How to create a licence in HubSpot?

      1. To create a licence, navigate to the Contacts section of the HubSpot and click on the Licences:
      2. On the top right corner click on the button Create Licence and the form to create the licence will open:
      3. The properties that are required to be filled in and selected:
        1. Type - the type of licence you are creating.

          1. Total Maintenance Plan

          2. Accidental Drone Protection

          3. Second-year Warranty

          4. PPK Licence
          5. Training Licence
        2. Training Licence Type - the type of training licence.
          1. Basic Online course
          2. Advanced Online course
          3. Upgrade from Basic to the Advanced Online course
          4. Monthly App Consultation
          5. One time App Consultation
        3. Deal - associate the deal of the licence.
        4. Contact - associate the contact of the licence.
      4. Click on the button Create Licence. Find your licence in the licences table, the licence key is visible under the property Object ID.

      Note that the licence activation key will automatically be sent to all the contacts that are associated with the licence during creation!

      How to deal with a mistake:

      • Edit the licence during the first two hours.
      • After the first two hours, delete the licence object and create a new one. (the new licence will be created, inform the customer about the mistake)

      The automated email that delivers the licence key is sent with a delay of two hours to the associated contacts.

        How to send a licence to the customer:

        1. The licence is sent automatically to the customer via a workflow:
          1. Deliver the training licence key to the customer
        2. The workflow will check if a new licence is created with a known deal and contact, and sent an automated email to the associated contact(s) email, depending on the licence type.

        We do not send the Extended Warranty Certificate as a separate document unless a customer asks for it. If you get a request related to such a document, please use the following template and save it to this folder.