How to Find Gates

 Purpose

To locate and access Gate records within HubSpot.

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When to Use

Use this process when:

• Reviewing projects.
• Creating a new Gate.
• Updating an existing project.
• Monitoring project progress.
• Accessing project information.

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Steps

Step 1: Navigate to Gates

1. Log in to HubSpot.
2. Open the relevant Hub.
3. Navigate to Gates from the main menu.

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Step 2: Open the Gates Tracker

1. Select the Gates Tracker view.
2. Review available Gates.
3. Use views and filters as required.

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Step 3: Search for a Gate

1. Use the search function.
2. Enter the Gate name, customer name or project reference.
3. Select the required Gate.

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Step 4: Open the Gate Record

1. Click on the Gate.
2. Review the project details.
3. Access associated products, tasks and related records.

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Outcome

Upon completion:

✅ Gates can be located quickly

✅ Project information is accessible

✅ Users can manage and update projects

✅ Related records can be reviewed

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Common Mistakes

❌ Searching in the wrong Hub

❌ Using incorrect project names

❌ Opening the wrong Gate record

❌ Not using filters to narrow results

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Category

📁 Getting Started
→ Navigation & System Basics

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Related Articles

• Gate Management Overview
• How to Create a New Gate (Part 1)
• How to Create a New Gate (Part 2)
• How to Add a Product to a Gate
• Dispatch Tracker Overview