Module 2: Understanding Gates, Products, and Records
This module explains how key records are structured inside the TCFG HubSpot process. It focuses on gates, products, and linked company records so learners understand what they are looking at before they start progressing work.
Why This Module Matters
The process depends on records being structured correctly. If users do not understand how gates, products, and companies connect, errors will appear later in workflow, reporting, and handoffs.
Learning Objective
By the end of this module, learners will be able to find the right gate, review product details, understand related company information, and connect products correctly within the process.
Videos Included
- Where to find gates
- #8 Reviewing The Details Of A Product
- #9 Companies Associated With A Product
- How To Add Product To Gate
Lesson 2.1
Finding and Understanding Gates
Lesson purpose
This lesson introduces gate records and explains how learners find them in the system.
What learners should understand
A gate represents a controlled point in the workflow. It shows where a project currently sits and what decision or step is expected next.
Key points
- gates help structure the process
- each gate has a purpose
- users should always know which gate they are working in
What good looks like
- the learner can locate a gate confidently
- the learner understands that stage movement has meaning
Common mistakes
- opening the wrong record type
- confusing a gate with a product
- moving forward without checking the current gate properly
Quick check
Ask the learner to explain what a gate tells the business about a project.
Lesson 2.2
Reviewing Product Details
Lesson purpose
This lesson teaches learners how to review the detail inside a product record before taking action.
What learners should understand
The product record carries information needed for development, costing, dispatch, feedback, and progression. Reviewing it properly helps users make better decisions.
Key points
- product details should be checked before progressing work
- records should support the next team’s needs
- missing details create delays later
What good looks like
- the learner opens and reviews product details fully
- the learner understands what information is relevant before action is taken
Common mistakes
- checking only the stage and not the detail
- assuming information instead of reading the record properly
Quick check
Ask the learner to open a product record and identify the most important fields for progression.
Lesson 2.3
Understanding Linked Company Records
Lesson purpose
This lesson explains how company records connect to the product and gate structure.
What learners should understand
The company record links the work back to the customer relationship. It gives important context to the project and supports visibility across teams.
Key points
- company records provide customer context
- linked records help maintain process continuity
- the user should know where to find the customer relationship information
What good looks like
- the learner can identify the linked company
- the learner understands why it matters for the wider process
Common mistakes
- ignoring company context
- progressing work without checking who the product or gate is linked to
Quick check
Ask the learner to identify the linked company on a record and explain why that relationship matters.
Lesson 2.4
Adding a Product to the Correct Gate
Lesson purpose
This lesson teaches learners how to associate products correctly inside the workflow.
What learners should understand
A product must be attached to the correct gate if tracking, reporting, and progression are going to work properly.
Key points
- correct association is essential
- product placement affects visibility and later actions
- the user should always confirm they are linking to the right place
What good looks like
- the learner can add a product to the correct gate
- the learner understands the impact of incorrect linking
Common mistakes
- adding the product to the wrong gate
- skipping the association step
- creating confusion for downstream users
Module 2 Key Takeaways
- gates, products, and companies are all linked parts of one process
- users should review records before progressing work
- correct associations keep the system clean and usable
Module 2 Suggested Assessment
Ask the learner to:
- find a gate
- open the linked product
- identify the related company
- explain how the records connect
- add a product to the correct gate in a test example