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Training | HubSpot | Intro to the Coaching Tribe Grid View

Purpose

This training introduces the Coaching Tribe Grid View inside HubSpot.
Learners will understand what the grid displays, how to interpret the information shown, and how this view aligns with the tribe-related data previously stored in Airtable.

Training Content

  1. The Coaching Tribe Grid View displays tribe-related information for each company.

  2. After adding the Coaching tab (as shown in the previous video), this view shows key data points in a clean, organized layout.

  3. The grid includes columns such as:

    • Team Members

    • Tribe Leader

    • Community Coordinator

    • Next Upcoming Tribe Call

    • Last Tribe Call Date

    • Last Outreach Date

    • Avatar / Traffic Light

    • Member Status

  4. Hovering over entries in the Team Members column allows you to see all records tied to that company.

  5. The structure is similar to what users may have seen in Airtable, but presented in a cleaner HubSpot interface.

  6. The primary purpose of this view is to provide at-a-glance insight into tribe engagement and status for each company.

Video Walkthrough:

https://drive.google.com/file/d/16Nnca5h0sq-vghz8BRaSPOBk0xha4FIC/view?usp=sharing

Ownership

Technology Manager