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Cabeau Cabeau Hub Guide

All videos

Every video is narrated, has captions, and was recorded in Cabeau Hub itself. Open the transcript under a video to read along or jump to a moment.

For everyone

Getting around Cabeau Hub1:19 · narrated, with captions
Transcript
  1. This video shows how to find your way around Cabeau Hub. It applies to every sales role.
  2. The grid icon at the top left opens the apps menu. Each tile is one area of the Hub, such as Dashboards, C R M, Sales and Calendar.
  3. Cabeau Tools holds the forecast, Apollo and the other tools built for Cabeau. The search box at the top finds any menu by name.
  4. Open an app, and its sections appear in the menu bar next to its name. Here, C R M shows Sales, Prospects, Leads and Reporting.
  5. On the right, the speech bubble holds your messages and notifications, and the clock counts your activities.
  6. Your initial at the far right opens your account menu, with your preferences and log out.
  7. Back on your dashboard, the search bar looks across customers, leads, orders and invoices as you type.
  8. Results are grouped by type. Click one to open it.
  9. The breadcrumb at the top left shows where you came from. Click Cabeau Dashboard to go back.
  10. That is how you get around. Next, asking the A I assistant.
Asking the Cabeau Assistant1:06 · narrated, with captions
Transcript
  1. This video covers the Cabeau Assistant, the A I helper available on every screen of the Hub.
  2. The round button at the bottom right opens the assistant. It slides in over the page you are on.
  3. Ask it to look up a customer, an opportunity, an order or an invoice, or to draft an email.
  4. If you ask it to create or update a record, it shows you the change and asks you to confirm before saving.
  5. The suggestion cards start a common question with one click. Or type your own question in the message box.
  6. Press Enter or the send arrow, and the answer appears in the conversation.
  7. The menu at the top right opens full screen, starts a new chat, and lists your chat history.
  8. Pick an earlier chat to read it again. Answers are formatted with headings and lists, and can be copied.
  9. Press Escape to close the assistant. Your conversations stay in the history.
  10. That is the assistant. Next, your calendar and agenda.
Your calendar0:53 · narrated, with captions
Transcript
  1. This video covers the Calendar app, where your meetings with customers and the team are scheduled.
  2. Open the apps menu and choose Calendar. It opens on the current week, with today marked in red.
  3. The arrows move one period back or forward, and Today brings you back. The scale button switches between day, week, month and year.
  4. The small month on the right jumps to any date. Below it, the attendee filter shows whose meetings are on the calendar.
  5. New schedules a meeting, and the list button at the top right shows meetings as a list instead.
  6. Meetings with a customer also appear on the account, under the Meetings button at the top of its record.
  7. That is your calendar.

Workflows

Finding new accounts with lead gen1:20 · narrated, with captions
Transcript
  1. This video shows how you find new accounts with Apollo discovery and Claude lead generation.
  2. Open Cabeau Tools, Apollo, Dashboard. Discovery looks for people who match these settings.
  3. Person titles sets the job titles, such as buyers and category managers. Person locations sets the countries to search.
  4. Industries narrows it to channels such as travel retail, duty free and department stores. Keywords narrow it further.
  5. Run discovery now searches Apollo with these settings. Generate with Claude finds matching companies on the web, and Apollo turns them into leads.
  6. Every run is listed under recent discovery runs, with how many leads it created, staged and skipped.
  7. The Ingest Log lists every person found. The fit score, out of one hundred, shows how closely each one matches your profile.
  8. Leads created by a run land in the Apollo stage of your pipeline, tagged Apollo with their score.
  9. Open a lead to see the contact, the company and the qualification checks on the Cabeau tab.
  10. That is lead generation. Next, how new leads arrive and how duplicates are caught.
How new leads arrive, and how duplicates are caught1:15 · narrated, with captions
Transcript
  1. This video shows how new leads arrive in the Hub, and how it avoids creating the same account twice.
  2. The Apollo ingest log records every contact a run brings in, and the decision taken for each one.
  3. Group the log by decision to see the outcomes: new lead, pending review, and skipped duplicate.
  4. New lead means Apollo created a lead in your pipeline. Pending review means the contact waits for someone to decide.
  5. Skipped duplicate means the person already exists in the Hub, so no second lead is made.
  6. The record links to the lead that already holds this contact, under Created Lead.
  7. Dedup Candidates holds new leads that only look like an existing account. An administrator merges them, or keeps both.
  8. The block list stops chosen companies and people from coming in again.
  9. In the pipeline, a new lead from a run starts in the Apollo stage. Open it to work it.
  10. When the prospect is ready to buy, Convert to Customer creates the customer account and sends it to NetSuite.
  11. That is how new leads arrive, and how duplicates are caught.
Setting up a follow-up sequence1:10 · narrated, with captions
Transcript
  1. This video shows how an automatic follow-up sequence works, from setting it up to how it stops.
  2. CRM, Client Follow-ups lists every sequence. Remove the My follow-ups filter to see the whole team's.
  3. Each sequence emails one client contact from the sender's own mailbox.
  4. Send every sets the gap between emails, in days. For two follow-ups three days apart, set it to three.
  5. Steps holds one email per round, each with its own subject and template. Edit them before you start.
  6. Start sends the first step on the next scheduled run. Then each step goes out at the interval you set.
  7. A sequence stops on its own when the contact replies, or when every step has been sent. Stop ends it early.
  8. This finished sequence shows both steps sent, with the date of the last email.
  9. To start a sequence, open the account, then More, Set Up Follow-up. Account Managers and the VP of Sales set these up.
  10. That is how a follow-up sequence works.
Reminders, escalation and response times1:00 · narrated, with captions
Transcript
  1. This video shows how you track the team's response times, and how reminders and escalations are set.
  2. Timing and Accountability on your dashboard shows how quickly the team responds.
  3. Pick a rep to see their own numbers.
  4. Turnaround is measured in business hours, in the rep's own timezone. Follow-up compliance and deal timings sit beside it.
  5. Reply escalation chases customer emails that nobody has answered. Open Cabeau Tools, Reply Escalation, Escalation Config.
  6. The master switch turns it on for the whole team.
  7. Timing sets the reminder to the rep, after twenty four hours, and the escalation, after two days.
  8. Routing names who receives the escalation. Discard closes the settings without changes.
  9. That is how response times, reminders and escalations fit together.
Reorder alerts: knowing when a customer is due1:08 · narrated, with captions
Transcript
  1. This workflow shows how the Hub tells you a customer is due to reorder, or has gone quiet.
  2. Every account has an Order Cadence tab. It shows the usual number of days between orders, and when the last order arrived.
  3. Lapsed means the account has not placed a confirmed order within its expected window.
  4. Your dashboard gathers the accounts that need a call under At-risk Accounts, with days silent and the date each was flagged.
  5. Cabeau Tools, Reorder Monitor, Order Cadence lists every account you manage. The Lapsed filter shows the ones overdue.
  6. When an account passes its usual gap plus the slack for its tier, the Hub creates a reach out task on the account.
  7. That task goes to the account's primary account manager. As secondary account manager, you work from this board instead.
  8. Today the reminder arrives five days ahead of the expected order, and it does not escalate to the VP of Sales.
  9. That is how reorder alerts work today.
Entering a forecast, and the change request it creates1:00 · narrated, with captions
Transcript
  1. This workflow shows how you change a monthly forecast, and what happens to the change.
  2. The forecast sheet has one row per account and one column per month. The year is locked against direct edits.
  3. Click the month you want to change. Here, December for Newslink of Tampa.
  4. Type the new amount and press Enter.
  5. The figure does not change straight away. The cell is shaded while the VP of Sales reviews your request.
  6. Forecast, Change Requests lists your requests, with the month, the old and new amounts, and the status.
  7. Back on the sheet, Forecast vs Actual shows actual sales under each forecast. Click an actual figure to see the invoices behind it.
  8. That is how you propose a forecast change. Next, the approval.
Approving a forecast change1:02 · narrated, with captions
Transcript
  1. This workflow shows how the VP of Sales approves a forecast change proposed by an account manager.
  2. Cabeau Tools, Forecast, Change Requests opens on everything waiting for you. Search for the account to find one request.
  3. Each row shows the account, the month, the previous amount, the proposed amount and who asked.
  4. Open the request. The previous and proposed amounts sit side by side, with the account and the month.
  5. Approve applies the new figure to the forecast. Reject keeps the old one. Either way, the account manager sees your decision.
  6. The status moves to Approved, and the review records who decided and when.
  7. On the forecast sheet, the new December figure now counts in the account's total.
  8. That is how a forecast change is approved.
Order cadence and unusual orders on an account1:07 · narrated, with captions
Transcript
  1. This workflow shows how to spot an account whose orders have changed from its usual pattern.
  2. Open an account in Order Cadence. You see the average and median order value, and how much the gap between orders varies.
  3. Trend shows whether orders are growing, flat or shrinking. Confidence tells you how far to trust the pattern.
  4. On your dashboard, Under Pace lists the accounts furthest behind their forecast this month, with the gap in dollars.
  5. The Forecast vs Actuals strip above it colours each month: green on target, amber close, red well behind.
  6. In the forecast sheet, Forecast vs Actual puts each month's actual sales under the forecast, with the variance.
  7. Click an actual figure to open the invoices behind it.
  8. Below pace tasks go to the account's primary account manager. A customer health dashboard in Metabase is not linked from the Hub yet.
  9. That is how to spot unusual orders.
Customer emails in the Hub0:48 · narrated, with captions
Transcript
  1. This workflow shows where customer emails appear in the Hub.
  2. Emails sent to and from a customer are filed on the account automatically. Nobody copies them in by hand.
  3. In the panel on the right, the Mails tab shows only the emails. The badge counts them.
  4. Each email shows the sender, the date and the subject, with the full message underneath.
  5. Scroll down through the conversation. Load More brings in older emails.
  6. Updates, beside Mails, shows notes and changes to the account alongside the emails.
  7. The Outlook button opens the account's mail thread in your mailbox.
  8. That is where customer emails live.
Meeting notes: from the note-taker to tasks1:04 · narrated, with captions
Transcript
  1. This video follows a meeting from the note-taker joining the call to the minutes and tasks it produces.
  2. On an account, Transcribe Meeting sends the note-taker into a Teams, Meet or Zoom call.
  3. Paste the meeting link, check the platform and subject, and launch the bot. It joins, records and transcribes.
  4. When the call ends, the transcript lands on the account, under Transcripts.
  5. Recent MOM on your dashboard lists the meetings the Hub has summarised, with how many tasks each produced.
  6. Open one to read the minutes: attendees, topics, decisions and next steps, written from the transcript.
  7. The Hub turns the next steps into tasks for the people named, and notes how many it created.
  8. Send MOM emails the minutes to the attendees. Regenerate MOM writes them again from the transcript.
  9. That is how a meeting becomes minutes and tasks.
Your task list, and what the VP sees0:46 · narrated, with captions
Transcript
  1. This video shows where your tasks live, and how the VP of Sales sees the whole team's.
  2. The clock at the top counts your tasks: late, due today and coming up.
  3. The Activities shortcut on your dashboard opens your own list, overdue and today first.
  4. As VP, remove the My Activities filter to see every rep's tasks in one list.
  5. Group by Assigned To to read the list rep by rep.
  6. To change a task's due date or owner, open it from the account with Edit, then set the new date or the person.
  7. That is where the team's tasks live.
The VP's daily view of the team0:50 · narrated, with captions
Transcript
  1. This video is a five minute morning routine for the VP of Sales, all on your dashboard.
  2. Start with the four tiles: revenue against last year, open pipeline, active accounts and team follow-ups due today.
  3. Timing and Accountability shows each rep's turnaround and follow-up compliance. Pick a rep to check one person.
  4. Recent MOM shows the meetings held and summarised, with their tasks.
  5. Forecast vs Actuals shows the year month by month, coloured green, amber or red against forecast.
  6. Under Pace lists the customers furthest behind forecast this month. Start your calls with these.
  7. That is your daily view of the team.
Checking inventory by warehouse0:56 · narrated, with captions
Transcript
  1. This workflow shows how to check stock for a product in each warehouse.
  2. Select Inventory on your dashboard. The snapshot opens on products in stock, grouped by warehouse.
  3. Each warehouse row shows its totals. Open one to see every product held there.
  4. On Hand is the physical stock in the warehouse, including units already committed to orders not yet shipped.
  5. Committed is held for open orders. Available is what you can still sell. On Order is stock on the way.
  6. Last Sync shows when the figure last came from NetSuite. Check it before you quote stock to a customer.
  7. Type a product name in the search box to see that product across every warehouse.
  8. That is how to check stock by warehouse.

Features

Signing in and changing your password0:55 · narrated, with captions
Transcript
  1. This video shows how to sign in to Cabeau Hub and how to change your password.
  2. Go to hub-cabeau.hsclr.com. Enter your Cabeau email address and your password, then select Log in.
  3. Forgot your password? Reset Password emails you a link. Once you have set one up, Use a Passkey signs you in without a password.
  4. Once you are in, select your initial at the top right, then My Preferences.
  5. Open the Security tab. Change password asks for your current password, then the new one.
  6. From the same tab you can turn on two-factor authentication, add a passkey, and log out of devices you no longer use.
  7. Discard closes the window without changing anything.
  8. That is signing in and changing your password.
The Cabeau Tools menu0:55 · narrated, with captions
Transcript
  1. This video shows the Cabeau Tools menu, where the Cabeau-specific tools live.
  2. Open the apps menu at the top left and select Cabeau Tools.
  3. The home page shows a card for each tool with its latest figures. Open on a card takes you straight in.
  4. The menu bar lists the tools: Forecast, the Reorder Monitor, Meeting Transcripts, and the change request queues.
  5. Meeting Transcripts starts a recording with Transcribe Meeting and lists your transcripts.
  6. As VP, this is also where you approve: forecast change requests under Forecast, price change requests, and relationship change requests.
  7. Account managers and business development see a shorter menu with the tools for their role.
  8. That is the Cabeau Tools menu.
Dates and time zones0:58 · narrated, with captions
Transcript
  1. This video explains how the Hub shows dates and times across time zones.
  2. Dates and times in the Hub show in your own time zone. This order date is shown as it falls where you are.
  3. A colleague in Europe or Asia sees the same moment in their own time, so an order placed late in the evening can show the next day for them.
  4. Your time zone is set under your initial, My Preferences, on the Calendar tab.
  5. Set it to where you work. A warning sign appears when it differs from your computer's time zone. Discard closes without changes.
  6. When a date looks a day out, check with the colleague which time zone they are in before you change anything.
  7. That is how dates and time zones work in the Hub.
Finding and filtering accounts0:57 · narrated, with captions
Transcript
  1. This video shows how to find accounts and narrow the list down.
  2. Type a name in the search box and press Enter. The list shows only the matching accounts.
  3. Remove a search with the cross on its tag.
  4. The filter button beside New chooses which NetSuite customers you see: active, inactive, or all of them.
  5. Pick one and save. Discard closes it unchanged.
  6. Open the search options and group by Salesperson to see each rep's accounts.
  7. Accounts with no salesperson collect in the None group at the bottom. These are the unassigned accounts.
  8. As VP you see every account. Account managers and business development see their own, and an account shared by two account managers appears for both.
  9. That is how to find and filter accounts.
Reading an account record0:53 · narrated, with captions
Transcript
  1. This video walks through an account record and where each detail lives.
  2. The top shows the company name, its NetSuite status, the address and the Tax ID.
  3. The buttons along the top open the account's sales orders, meetings, transcripts, forecast and sales history.
  4. Sales and Purchase holds the salesperson, the customer's payment terms and its price list.
  5. Payments lists every payment received, with its date, amount and NetSuite status.
  6. Item Purchase totals what the customer has bought, item by item, with the date of the last purchase.
  7. Sales opens the account's orders. Use the search options there to filter by order date.
  8. That is how to read an account record.
Sales history and order cadence0:47 · narrated, with captions
Transcript
  1. This video shows an account's sales history and its order cadence.
  2. On the account, select Sales History. It charts what the customer bought each month, before tax.
  3. It opens on the last twelve months. Remove that filter, or choose another period from the search options.
  4. Switch to the pivot or list view at the top right for the figures behind the chart.
  5. Back on the account, the Order Cadence tab shows the usual gap between orders, the typical order value and the trend.
  6. Lapsed means no confirmed order within the expected window. Time to call the customer.
  7. That is an account's sales history and order cadence.
Parent and child accounts0:52 · narrated, with captions
Transcript
  1. This video shows parent and child accounts, for customers that operate as a group.
  2. This parent account has many locations. The Child Companies tab lists every company that rolls up to it.
  3. Each row shows the child's NetSuite ID, territory, tier and primary account manager. Click a row to open that child account. Add a line links another company under this parent.
  4. Sub-Customers lists the sub-customers NetSuite holds under this account, with their stage and last order.
  5. Requests to move an account to another parent, or to detach it, wait under Cabeau Tools, Relationship Change Requests, for the VP to review.
  6. That is how parent and child accounts work.
Archiving records0:40 · narrated, with captions
Transcript
  1. This video shows how to archive a record you no longer need.
  2. Open the record, then the gear beside its name. Archive hides it from lists and the pipeline without deleting it.
  3. To clear many old leads at once, tick them in the list view and choose Archive from Actions.
  4. Archived records are kept. Use the Archived filter in the search options to see them, and Unarchive to bring one back.
  5. Account managers can archive the accounts they look after and their own opportunities.
  6. That is how to archive records.
Active and inactive accounts0:46 · narrated, with captions
Transcript
  1. This video shows how accounts are marked active or inactive.
  2. Under the account name, the badge shows its NetSuite customer status. Green means active.
  3. The Inactive box beside it marks the customer inactive. It mirrors NetSuite's inactive flag.
  4. An inactive customer drops out of the customer list, but its orders, invoices and history stay on record.
  5. On the account list, the filter button beside New switches to inactive or all NetSuite customers.
  6. Inactive accounts show a red Inactive badge when you open them.
  7. That is how active and inactive accounts work.
Account tiers0:38 · narrated, with captions
Transcript
  1. This video shows account tiers.
  2. The tier sits on the account's Cabeau tab, under Tier and Account Management, next to the primary and secondary account managers.
  3. There are four tiers: Key Account, Tier 1, Tier 2 and Small.
  4. The tier sets how many days of slack an account gets before the Hub flags it as quiet. Key accounts are flagged soonest.
  5. On the account list, group by Tier to see your accounts tier by tier.
  6. That is how account tiers work.
Finding an account by invoice number0:38 · narrated, with captions
Transcript
  1. This video shows how to find a customer when all you have is an invoice number.
  2. Type the invoice number into the search bar on your dashboard. The NetSuite number works, as does the Hub's own.
  3. Results appear under Invoices, with the customer's name, the status and the invoice date.
  4. Select the result to open it.
  5. The same search finds customers, leads and sales orders by name or number.
  6. That is how to find an account from an invoice number.
Who an account is assigned to0:49 · narrated, with captions
Transcript
  1. This video explains how an account is assigned to a territory and to its reps.
  2. On the Cabeau tab, every account has a territory and a channel. Together they make its Territory x Channel, which has owners.
  3. Primary AM and Secondary AM name the account managers who look after the account. Both see it in My Accounts.
  4. The salesperson, on the Sales and Purchase tab, is the rep NetSuite holds for the customer.
  5. If an account shows the wrong rep or territory, tell the VP of Sales and post it in the sales team's Teams channel. The VP reassigns accounts and adjusts territories.
  6. That is how accounts are assigned.
Filtering the order list0:47 · narrated, with captions
Transcript
  1. This video shows how to narrow the sales order list to the orders you need.
  2. Sales, Orders lists every order synced from NetSuite. The Salesperson column shows who each order belongs to.
  3. Open the search options. Open Orders keeps only orders that are still open in NetSuite.
  4. Pending Fulfillment narrows that to orders not yet shipped. Filters in the same group add together.
  5. Group by Salesperson to see each rep's orders together. The VP sees every rep; reps see their own accounts.
  6. Remove a filter with the cross on its tag in the search bar.
  7. That is how to filter the order list.
Exporting orders to Excel0:47 · narrated, with captions
Transcript
  1. This video shows how to export your sales orders to Excel.
  2. Filter the list first if you only want some orders. Then tick the box at the top to select the page.
  3. Select all extends the selection to every order in the list, not just this page.
  4. Open Actions and choose Export.
  5. The columns from your list are already chosen, including Channel, Territory and Salesperson.
  6. Add any other field from the list on the left with its plus sign.
  7. Export downloads the file in Excel format, ready to filter or chart.
  8. That is how to export orders to Excel.
How NetSuite sync works0:59 · narrated, with captions
Transcript
  1. This video explains how Cabeau Hub and NetSuite work together.
  2. Customers, sales orders, invoices, payments and stock come across from NetSuite on a schedule.
  3. A synced order carries a Synced from NetSuite ribbon, and its NetSuite number and status.
  4. Last NetSuite Sync shows when the order last came across. Check it when a figure looks out of date.
  5. Until the migration completes, NetSuite stays the source of truth, and the Hub reads from it.
  6. Fields marked as NetSuite fields are replaced on the next sync. Change them in NetSuite, not here.
  7. Customer prices follow the same rule, except prices marked Local, which the Hub keeps and sends back to NetSuite.
  8. That is how NetSuite sync works.
Logging calls, meetings and messages0:59 · narrated, with captions
Transcript
  1. This video shows how to record what happens with a customer, right on the account.
  2. The panel on the right of every account and lead has three buttons: Send message, Log note and Activity.
  3. Log note records a call, a meeting or anything else, visible to your team but never sent to the customer.
  4. Type what happened, attach a file if you need to, then select Log. Here we close it without logging.
  5. Activity plans the next step. Choose a call, a meeting, an email, a to-do or a WhatsApp log, with a due date and who it is for.
  6. Save adds it under Planned Activities and in your task list. Mark Done logs it as already done. Discard closes it.
  7. Send message emails the customer's followers from your address, and files the email on the account.
  8. That is how to keep an account's history complete.
Building your own reports1:11 · narrated, with captions
Transcript
  1. This video shows how to turn any list in the Hub into your own report, and take it to Excel.
  2. Every list has a search bar. The arrow beside it opens filters, group by options and saved favorites.
  3. Group by Salesperson to see each rep's orders, with a total for every group.
  4. Switch to the pivot view to cross the figures, for example salesperson against month.
  5. Measures chooses the figures. Click any header to break it down further. The download button exports the table to Excel.
  6. Back in the list, select the rows you want, or all of them with the box at the top.
  7. Then choose Actions, Export. Pick the columns you need, including Channel, and export to Excel or CSV.
  8. Save your column choice as a template to reuse it next time. Here we close without exporting.
  9. That is how to build and export your own report.
Dashboard widgets and drill-down1:07 · narrated, with captions
Transcript
  1. This video shows how to click through any figure on your dashboard to the records behind it.
  2. Each headline tile opens its detail. Year to date revenue opens this year's invoices.
  3. Open Pipeline opens the opportunities, Active Accounts the customers, and Team Follow-ups the tasks due today.
  4. Click a channel in Revenue by Channel to see that channel's orders for the year.
  5. Open all on Open Orders lists every open order. Open detail and Drill open the forecast sheet, to compare forecast with actual sales.
  6. The breadcrumb at the top always brings you back to the dashboard.
  7. That is how to drill into your dashboard.
Who receives order emails0:40 · narrated, with captions
Transcript
  1. This video shows who receives an account's order emails.
  2. Open the account's Contacts tab. The contacts are grouped by the emails they receive.
  3. Invoices lists who receives the invoices. Tracking Information lists who gets the shipping and tracking emails.
  4. Sales Order Confirmation lists who receives the order confirmations. Any other contacts appear under Other Relationships.
  5. When a customer says they did not get an invoice or tracking email, check here first.
  6. That is who receives an account's order emails.
Sales order instructions on the account0:33 · narrated, with captions
Transcript
  1. This video shows the standing order instructions held on an account.
  2. Open the Sales and Purchase tab. Sales Order Entry Notes holds the customer's standing instructions for order entry.
  3. SO Instructions holds any further instructions for this customer's orders.
  4. Both come from NetSuite and are read only here. Ask for changes to be made in NetSuite.
  5. That is where a customer's order instructions live.
Delivery addresses0:40 · narrated, with captions
Transcript
  1. This video shows the delivery addresses for customers with many locations.
  2. On the Contacts tab, Addresses lists the default billing address, the default shipping address and every ship-to location.
  3. Below, Manage Contacts and Addresses shows a card for each person and each delivery address. Truck cards are ship-to locations.
  4. Add Contact creates a new card. Choose Delivery Address as its type to add another ship-to location.
  5. That is where a customer's delivery addresses live.
Downloading orders and invoices0:47 · narrated, with captions
Transcript
  1. This video shows how to download a sales order or an invoice as a PDF.
  2. Open the order from Sales, Orders.
  3. Download PDF saves the order to your computer, ready to attach to an email.
  4. Open Invoices lists the invoices raised for this order. Open one.
  5. The invoice has its own Download PDF button, and Print offers the version with or without payments.
  6. That is how to download orders and invoices.
Downloading a packing list0:38 · narrated, with captions
Transcript
  1. This video shows where to download the packing list for an order.
  2. Closed Orders in the search options lists orders that are closed in NetSuite. Open one.
  3. Download Packing List sits beside Download PDF. It appears on every order that came from NetSuite.
  4. Select it, and the packing list downloads as a PDF with the order number, ship to address and the lines.
  5. That is how to download a packing list.
Exporting a price list0:45 · narrated, with captions
Transcript
  1. This video shows how to export a customer's price list to Excel.
  2. Sales, Products, Pricelists lists every price list. Each customer with NetSuite pricing has its own.
  3. Open one to see its products, prices and minimum quantities.
  4. Back in the list, tick the price list, open Actions and choose Export.
  5. Search for Pricelist Rules and open it to add the product, the price and the minimum quantity.
  6. Export downloads the file in Excel format.
  7. That is how to export a price list.
Converting a lead to a customer0:39 · narrated, with captions
Transcript
  1. This video shows how to turn a won lead into a customer.
  2. When a lead is won, open it. Convert to Customer sits in the button bar at the top.
  3. Select it. A confirmation shows the opportunity, contact details, territory, stage and expected revenue.
  4. Confirming creates the customer record and moves the lead to Closed Won. It cannot be undone, so check the details first.
  5. Cancel closes it without changing anything.
  6. That is how to convert a lead to a customer.

VP of Sales

Your sales dashboard1:33 · narrated, with captions
Transcript
  1. This video covers your home dashboard in Cabeau Hub, the first screen you see as VP of Sales.
  2. The greeting line tells you the week, how many active B2B accounts there are, and how many ordered in the last ninety days.
  3. The search bar finds customers, leads, orders and invoices from one place.
  4. The shortcut row opens the pipeline, customers, sales orders, inventory, invoices, payments, activities, your agenda, the forecast and meeting transcripts.
  5. Four headline numbers follow: revenue this year against last year, open pipeline, accounts active in the last ninety days, and team follow-ups due today.
  6. Use the territory filter at the top right to narrow every figure on the page to one territory.
  7. Revenue by channel splits this year's revenue across travel retail, mixed and mass.
  8. Timing and accountability shows how quickly the team responds, measured in business hours, follow-up compliance, and how long deals take. Pick one rep to see their numbers alone.
  9. Further down, open orders lists the largest orders still open, with the customer and how long each has been open. Open all shows the complete list.
  10. Recent minutes of meeting lists the meetings summarised by the Hub, with their tasks.
  11. That is your dashboard. Next, drilling into territories and channels.
Territories and channels0:59 · narrated, with captions
Transcript
  1. This video shows how territories and channels shape what you see in Cabeau Hub.
  2. The territory filter on your dashboard narrows every figure to one territory. Here, EMEA.
  3. Revenue, pipeline, active accounts and open orders now count EMEA accounts only.
  4. Set it back to All Territories to see the whole team again.
  5. Territory x Channel lists every combination of territory and sales channel: travel retail, mixed and mass.
  6. Each row names a primary owner, the rep accountable for those accounts, and every owner who can work them.
  7. Open a row to see its ownership on one card. Accounts in that territory and channel follow these owners.
  8. Use the breadcrumb to return to your dashboard.
  9. That is territories and channels. Next, working with accounts.
Accounts across the team1:33 · narrated, with captions
Transcript
  1. This video covers accounts. As VP of Sales, you see every account across every rep.
  2. CRM, All Accounts lists every B2B account synced from NetSuite. E-commerce customers are hidden by default.
  3. The activities column shows what is due on each account, such as a reach out because the account is at risk.
  4. Open the filter menu for My accounts, NetSuite customers or prospects, and group by territory, channel, tier or primary AM.
  5. Type in the search bar to find an account by name.
  6. Open the account. The buttons along the top count its opportunities, sales, meetings, transcripts, forecast lines and pending change requests.
  7. More holds sales history, follow-ups and the account health score.
  8. The Cabeau tab shows territory, channel, tier and the primary and secondary account managers.
  9. Item Pricing lists this customer's prices, mirrored from NetSuite. When another rep changes a price here, it comes to you for approval.
  10. The Forecast tab holds the monthly targets for this account.
  11. On the right, planned activities flag what needs doing. Here, reach outs because this account is at risk and has gone quiet.
  12. Below them, the account history records every change and message, with who made it and when.
  13. That is accounts. Next, the pipeline and leads.
Pipeline and leads1:40 · narrated, with captions
Transcript
  1. This video covers the pipeline and leads, from new prospects through to closing.
  2. The CRM app opens on the pipeline. Each column is a stage, from leads generated by Apollo or by the team, through outreach and negotiation, to closing.
  3. The bar under each stage shows its expected revenue. Cards carry the company, the contact, a priority in stars, and the owner.
  4. Leads sourced through Apollo carry an Apollo tag and a fit score.
  5. Switch to list, calendar, pivot or graph views from the top right.
  6. Open a lead to see its expected revenue, the probability estimated by the Hub's AI, the contact and the salesperson.
  7. As VP, you assign a lead by changing its salesperson. The new owner sees it in their pipeline.
  8. The buttons above start a quotation, mark the lead won or lost, enrich it with Apollo, or convert it to a customer.
  9. The stage bar on the right shows where the lead sits. The Cabeau tab holds its territory, channel and qualification checks.
  10. CRM, Leads lists every lead in one table, with the country, salesperson and sales team.
  11. Generate Leads asks how many companies you want, and in which countries, states and industries.
  12. Choose the salesperson the new leads go to, then Generate Leads. Here, we cancel.
  13. That is the pipeline and leads. Next, the annual forecast.
The annual forecast1:21 · narrated, with captions
Transcript
  1. This video covers the annual forecast: a monthly revenue target for every account.
  2. Open it from the Forecast shortcut on your dashboard, or from Cabeau Tools, Forecast. Each row is an account, each column a month.
  3. Filter by territory, rep, year, channel, or active accounts, or search for one account.
  4. Here, the accounts David Montoya manages.
  5. A shaded cell has a change waiting for your approval. The total row adds up each month.
  6. The year is locked, so changes from reps go through approval. As VP, you can unlock it.
  7. Allow Users names trusted users whose edits apply straight away, even while the year is locked.
  8. Export XLSX downloads the sheet to Excel. Import XLSX loads a completed sheet back in.
  9. Forecast vs Actual puts each month's actual sales under the forecast, with the variance as a percentage.
  10. Filter by variance to find accounts running behind, or tick Currently Dormant to list accounts that have stopped ordering.
  11. Annual Budget holds the budget figures per account and month, with its own export.
  12. That is the forecast. Next, approving changes from your team.
Approving changes from your team1:09 · narrated, with captions
Transcript
  1. This video covers approvals. When a rep changes a forecast, a price or an account relationship, the change waits for you.
  2. Cabeau Tools, Forecast, Change Requests lists every forecast change pending approval.
  3. Each row shows the account, the month, the previous and proposed amounts, and who asked for it.
  4. Open a request to review it. The reason the rep gave appears here, with the review details below.
  5. Approve applies the new amount to the forecast. Reject leaves the forecast as it was.
  6. Goal Line and Customer jump to the forecast line and the account behind the request.
  7. Price Change Requests collects price changes reps make on an account's item pricing, with the current and proposed price.
  8. Relationship Change Requests collects requests to move an account under a different parent account.
  9. Both lists open on pending requests, so an empty list means nothing is waiting for you.
  10. That is approvals. Next, the reorder monitor.
The reorder monitor1:14 · narrated, with captions
Transcript
  1. This video covers the reorder monitor, which watches how often each account orders and flags the ones that go quiet.
  2. Cabeau Tools, Reorder Monitor, Order Cadence lists each account with enough order history to measure.
  3. You see the average days between orders, the average order value, the trend, and the orders in the last twelve months.
  4. Confidence grows with order history. Lapsed is ticked when an account has gone past its usual gap.
  5. Filters pick out accounts trending up or down, lapsed, seasonal, or with high confidence.
  6. Open an account to see the full picture, including the median order value and how steady its ordering is.
  7. Thresholds sets the slack each tier gets, in days, on top of its usual gap, before the Hub raises a reach out.
  8. Key accounts and tier one get thirty days, tier two forty five, and small accounts sixty.
  9. When an account passes that point, a reach out activity appears on the account for its manager, as you saw in the accounts video.
  10. That is the reorder monitor. Next, orders and inventory.
Orders and inventory1:22 · narrated, with captions
Transcript
  1. This video covers sales orders and inventory, both synced from NetSuite.
  2. Sales, Orders lists every sales order, newest first, with its NetSuite number and status.
  3. Each order also shows the customer, territory, channel, salesperson and total.
  4. Filter opens a form to narrow orders by customer, NetSuite status and order date range. Clear Filter resets it.
  5. Open an order. The banner shows it was synced from NetSuite, with the customer, territory, channel and pricelist.
  6. The NetSuite section records the NetSuite order number, its status, and when it last synced.
  7. Download PDF saves the order document, and Packing List saves its packing list.
  8. Open Invoices lists this customer's open invoices.
  9. The Inventory shortcut on your dashboard opens the inventory snapshot, grouped by warehouse.
  10. For each warehouse you see stock on hand, committed to orders, available, and on order.
  11. Open a warehouse to see each product in it, and when it last synced.
  12. That is orders and inventory. Next, activities, your agenda and follow-ups.
Activities, calendar and follow-ups1:28 · narrated, with captions
Transcript
  1. This video covers activities, the calendar, client follow-ups and reply escalation.
  2. The clock icon at the top shows activities due today or overdue. When there are none, it says you are done.
  3. The Activities shortcut on your dashboard lists your own activities that are overdue or due today, with what each one is linked to.
  4. The Calendar app shows your meetings by day, week or month. Today is circled.
  5. Under Attendees, add colleagues to see their meetings alongside yours.
  6. CRM, Client Follow-ups lists automatic follow-up sequences. Remove the My follow-ups filter to see the whole team's.
  7. A follow-up emails the client contact from the sender's address at a set interval, and stops when the contact replies.
  8. Steps hold the email for each round. Start sends the first one on the next scheduled run. Reps set one up from an account, under More.
  9. Reply escalation chases customer emails nobody has answered. Its settings are under Cabeau Tools, Reply Escalation.
  10. The master switch turns it on. Timing sets when a reminder goes out and when the reply escalates.
  11. Routing names who receives escalations. Discard closes the settings without changes.
  12. That covers activities, the calendar and follow-ups.

Business Development

Your business development dashboard1:10 · narrated, with captions
Transcript
  1. This video covers your home dashboard in Cabeau Hub, the first screen you see in Business Development.
  2. The shortcut row opens your pipeline, customers, sales orders, inventory, activities, your agenda and meeting transcripts.
  3. Two more shortcuts sit on the right. Customer starts a new customer record, and Apollo opens contact discovery.
  4. Three headline numbers track your work: leads created this month, opportunities created, and your win rate this quarter.
  5. The territory filter at the top right narrows the page to one territory.
  6. Further down, pipeline by stage counts your open opportunities in each stage, with their expected value.
  7. Recent leads lists the ten newest leads, with their stage, owner and expected value. Click a lead to open it.
  8. Stalled opportunities flags anything with no activity in fourteen days. The conversion funnel shows how this quarter's leads become wins.
  9. That is your dashboard. Next, your prospects.
Your prospects1:21 · narrated, with captions
Transcript
  1. This video covers Prospects, your working list of new accounts in Cabeau Hub.
  2. Open Prospects from the CRM menu bar. It lists your own accounts, and every prospect that has no NetSuite I D yet.
  3. Each row shows the name, email, category, phone, the next activity and the country.
  4. The search options add filters, such as customers already synced from NetSuite or hiding e-commerce accounts.
  5. Group the list by territory, channel, tier or primary account manager to see who covers what.
  6. The filter button next to New switches between active, inactive and all NetSuite customers.
  7. Switch to the kanban view for cards instead of rows, and back again.
  8. Click a prospect to open it. The buttons across the top count its opportunities, sales, meetings and transcripts.
  9. When a prospect becomes a buyer, Convert to Customer starts that step. Sales History shows past orders.
  10. The tabs below hold contacts, sub-customers, notes and pricing. The panel on the right is the account's history and messages.
  11. Those are your prospects. Next, working leads through the pipeline.
Working your pipeline1:22 · narrated, with captions
Transcript
  1. This video covers your pipeline in Cabeau Hub, where every lead and opportunity moves from first contact to closing.
  2. Open C R M from the apps menu and your pipeline appears as a board. Each column is a stage.
  3. The header of each column shows the expected revenue in that stage. Narrow columns are folded, and open with a click.
  4. Cards found through Apollo carry an Apollo tag and a fit score. You move a card to the next column as the deal progresses.
  5. The buttons at the top right switch the board to a list, calendar, pivot table, graph or activity view.
  6. Click a card to open the lead. The bar at the top shows its stage.
  7. Below the name sit expected revenue, probability, the contact, the salesperson and the expected closing date.
  8. Enrich fills in company and contact details from Apollo. New Quotation starts a quote for this lead.
  9. Convert to Customer turns the lead into a customer account. Won and Lost close it either way.
  10. The tabs hold notes, contacts and meeting transcripts. Log notes and plan activities in the panel on the right.
  11. That is your pipeline. Next, finding new leads with Apollo.
Finding new leads with Apollo1:20 · narrated, with captions
Transcript
  1. This video covers Apollo, the contact discovery that feeds new leads into your pipeline.
  2. Open Cabeau Tools, then Apollo, then Dashboard. The Apollo shortcut on your home dashboard opens the same page.
  3. Discovery searches Apollo for people who match these settings: their job titles, their locations, and their industries.
  4. Run discovery now starts a search with those settings. Generate with Claude proposes real companies from a web search, and Apollo turns them into leads.
  5. Further down, recent discovery runs show how many contacts each run staged, enriched or skipped.
  6. Recent ingest records lists the people found, with their job title, company and a fit score. Higher scores match the profile more closely.
  7. The counters at the top open each list. Pending Review holds the contacts waiting for a decision.
  8. Open Dedups holds new leads that look like an existing account, so they can be merged instead of duplicated.
  9. The block list keeps companies and domains you never want Apollo to bring in.
  10. That is Apollo. Next, adding a new customer.
Adding a new customer1:11 · narrated, with captions
Transcript
  1. This video covers adding a new customer account in Cabeau Hub.
  2. On your dashboard, click the green Customer button. A blank customer record opens.
  3. Choose person or company, then type the account name where the example name shows. Email and phone sit just below.
  4. Add the parent company if this is a branch, the address, the tax I D, the website and any tags.
  5. The Cabeau tab places the account: its territory, its channel, and its business type.
  6. It also sets the tier, the primary and secondary account managers, and the expected reorder cadence used for follow-ups.
  7. Sales and Purchase holds the salesperson, payment terms, the pricelist and the sales order instructions.
  8. Use Add Contact on the Contacts tab for each buyer and address. The record saves with the cloud icon next to its name.
  9. The cross discards a record you do not want to keep, which is what we do here.
  10. That is how you add a customer. Next, follow-ups and your activities.
Staying on top of your activities1:02 · narrated, with captions
Transcript
  1. This video covers your activities in Cabeau Hub: the calls, emails and to-dos planned on your leads and accounts.
  2. On your dashboard, click Activities. The list opens filtered to your activities that are overdue or due today.
  3. Each row shows the summary, the activity type, who it is assigned to, the record it belongs to and the due date.
  4. Act on a row directly. Reschedule moves the date, Done marks it complete, and Details opens the activity.
  5. The linked record column takes you straight to the lead or account the activity is for.
  6. The clock icon in the top bar counts your late, today and future activities on every screen.
  7. To plan a new activity, open the lead or account and use the Activity button above its history.
  8. Those are your activities. Plan the next step every time you touch a lead.

Account Managers

Your account dashboard1:30 · narrated, with captions
Transcript
  1. This video covers your home dashboard as an Account Manager. Every figure on it covers the accounts you manage.
  2. The greeting line counts your active B2B accounts, and how many of them ordered in the last ninety days.
  3. The search bar finds your customers, orders and invoices from one place.
  4. The shortcut row opens your customers, sales orders, inventory, invoices, payments, activities, the forecast and meeting transcripts.
  5. Three headline numbers follow: your revenue this year against last year, your active accounts, and follow-ups due today.
  6. Revenue by channel splits your revenue this year by sales channel. Timing and accountability shows how quickly you respond, in business hours.
  7. Use the territory filter at the top right to narrow the page to one territory.
  8. Open orders lists the largest orders still open on your accounts, with the customer and how long each has been open.
  9. Further down, forecast against actuals shows each month of the year, colour coded by how close your accounts are to forecast.
  10. Under pace lists the customers furthest behind their forecast this month, so you know who to call first.
  11. Beside it, at risk accounts lists your accounts flagged as quiet or at risk, with how long each has been silent.
  12. That is your dashboard. Next, your accounts.
Your accounts1:33 · narrated, with captions
Transcript
  1. This video covers your accounts: the list of accounts you manage, and everything inside an account record.
  2. CRM, My Accounts lists every account where you are the primary or secondary account manager.
  3. E-commerce customers are hidden, so you see your B2B accounts. Badges show open activities and unpaid invoices.
  4. Open the filter menu to group your accounts by territory, channel or tier.
  5. Open an account. The buttons along the top count its opportunities, sales orders, meetings, transcripts and forecast lines.
  6. The Cabeau tab shows the account's territory, channel, tier, and its primary and secondary account managers.
  7. Item Pricing lists this customer's prices, mirrored from NetSuite on every sync.
  8. When you change a price here, it is not applied straight away. It becomes a price change request for the VP of Sales to approve.
  9. The Forecast tab holds this account's monthly targets. Past months are closed; future months stay active.
  10. Order Cadence shows how often the account orders, its typical order value, and whether it has lapsed.
  11. On the right, the account history records every message, note and change, with who made it and when.
  12. Use Log note to record a call, Send message to email the customer, and Activity to plan your next step.
  13. That is your accounts. Next, your forecast.
Your forecast1:21 · narrated, with captions
Transcript
  1. This video covers your forecast: the monthly revenue target for each of your accounts.
  2. Open it from the Forecast shortcut on your dashboard, or Cabeau Tools, Forecast. Each row is one of your accounts, each column a month.
  3. Filter by territory, year or channel, or search for one account. The total row adds up each month.
  4. The year is locked. To change a month, click its figure and enter the new amount.
  5. Your change does not apply straight away. It becomes a change request, and the VP of Sales approves or rejects it.
  6. Export XLSX downloads the sheet to Excel.
  7. The Forecast vs Actual tab puts each month's actual sales under the forecast, with the variance.
  8. Filter by variance to find accounts falling behind, or tick Currently Dormant to find accounts that have stopped ordering.
  9. Cabeau Tools, Forecast, My Forecast vs Actuals gives the same comparison as a pivot table, with last year's actuals beside it.
  10. Forecast, Change Requests lists the changes you have proposed, and whether each is pending, approved or rejected.
  11. That is your forecast. Next, accounts going quiet.
Accounts going quiet1:09 · narrated, with captions
Transcript
  1. This video covers the reorder monitor, which spots accounts that have stopped ordering on their usual rhythm.
  2. Cabeau Tools, Reorder Monitor, Order Cadence lists your accounts and how often each one orders.
  3. You see the usual gap between orders, the average order value, the trend, and orders in the last twelve months.
  4. Confidence shows how reliable the rhythm is. Lapsed means no confirmed order within the lapsed window.
  5. Use the filters to list accounts that are lapsed, trending down, or seasonal.
  6. Open an account to see the detail, including how much the gap between orders varies.
  7. Thresholds set how many days of slack each tier gets beyond its usual gap. The VP of Sales sets them.
  8. When an account passes its gap plus its slack, the Hub puts a reach out activity on the account for its account manager.
  9. Your dashboard lists these accounts under at risk accounts, so you can call them first.
  10. That is the reorder monitor. Next, orders and pricing.
Orders, pricing and stock1:12 · narrated, with captions
Transcript
  1. This video covers sales orders, pricing and stock for your accounts.
  2. Sales, Orders lists the orders for your accounts, synced from NetSuite, with the NetSuite number and status.
  3. Filter narrows the list by customer, NetSuite status or order date. Cancel closes it without changes.
  4. Open an order. Download PDF gives you the order to send, and Packing List the packing list.
  5. The NetSuite section shows the order's NetSuite number, status, and when it last synced.
  6. The Shipments tab holds ship dates, the ship method and tracking numbers.
  7. Sales, Products, Pricelists lists the price lists, including each customer's NetSuite prices.
  8. For stock, use the Inventory shortcut on your dashboard. It shows stock by warehouse.
  9. On hand is the physical stock per NetSuite. Committed is held for open orders, and available is what you can still sell.
  10. Check last sync before you quote stock to a customer.
  11. That is orders, pricing and stock. Next, follow-ups and activities.
Follow-ups and activities1:09 · narrated, with captions
Transcript
  1. This video covers client follow-ups and activities, the two ways the Hub keeps your next steps from slipping.
  2. CRM, Client Follow-ups lists your automatic follow-up sequences, with the contact, the interval, how many have been sent, and the next send.
  3. A follow-up emails the contact from your address, one step at each interval, up to five times. It stops when the contact replies.
  4. To start one, open the account, select More, then Set Up Follow-up. Then choose the contact and the interval, and select Start.
  5. Activities are the calls, emails and to-dos the Hub reminds you about. Plan one from the Activity button on any account.
  6. The clock in the top bar counts what is late, due today and coming up, wherever you are in the Hub.
  7. The Activities shortcut on your dashboard lists everything overdue or due today. Mark each one done as you finish it.
  8. That is follow-ups and activities. You now know your way around the Hub as an Account Manager.