---
title: "Intro (Legacy): Onboarding to HS + SB Connection | Internal Knowledge Base"
description: "Original training: Foundational material and information needed to understand the ServiceBridge sync. Business workflow and topic-specific training are not in this category."
---
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1. [Internal Knowledge Base](https://hub.kecpros.com/knowledge-base)
2. [Intro (Legacy): Onboarding to HS + SB Connection](https://hub.kecpros.com/knowledge-base/intro-legacy-onboarding-to-hs-sb-connection)
# Intro (Legacy): Onboarding to HS + SB Connection
Original training: Foundational material and information needed to understand the ServiceBridge sync. Business workflow and topic-specific training are not in this category.
- [General Overview and Technology Guide - START HERE](https://hub.kecpros.com/knowledge-base/technology-guide)
## CRM Software Guide
- [START HERE: Transition onto HubSpot Training Resource Summary](https://hub.kecpros.com/knowledge-base/introduction-to-hoodz-on-hubspot)
- [ASSOCIATIONS: How are companies, locations, and contacts connected to each other?](https://hub.kecpros.com/knowledge-base/intro-to-associations)
- [DATA HYGIENE: What are the “Data Status” and “Data Hygiene and Actions” boxes I see on companies, locations, and contact pages?](https://hub.kecpros.com/knowledge-base/data-status-and-hygiene-boxes)
- [OBJECTS: How do I find companies, locations, and contacts?](https://hub.kecpros.com/knowledge-base/how-to-find-companies-locations-and-contacts)
- [PROPERTIES: How do I locate and use the information inside customers, locations, and contacts?](https://hub.kecpros.com/knowledge-base/locate-and-use-object-properties)
- [Introduction to HubSpot Ticketing System: Inbox & Help Desk](https://hub.kecpros.com/knowledge-base/introduction-to-hubspot-ticketing-system)
- [HubSpot useful links](https://hub.kecpros.com/knowledge-base/hubspot-useful-links)
See less ▼
## Sales Information & Procedures
- [Ott Deal Workflow for GMAIL and HubSpot](https://hub.kecpros.com/knowledge-base/ott-deal-workflow-for-gmail-and-hubspot)
- [Managing the Deal Pipeline](https://hub.kecpros.com/knowledge-base/managing-the-deal-pipeline)
## Customer Service Information & Procedures
- [How to input and make adjustments to the Admin Notes](https://hub.kecpros.com/knowledge-base/how-to-make-adjustments-to-the-admin-notes)
- [3PBP - third-party bill payer. What is it, and how do we use them?](https://hub.kecpros.com/knowledge-base/3pbp-third-party-bill-payer.-what-is-it-and-how-do-we-use-them-)
- [Removing Third-party Bill Payer status from 3PBP and payees](https://hub.kecpros.com/knowledge-base/removing-third-party-bill-payer-status-from-3pbp-and-payees)
- [How do we handle location attachments in SB?](https://hub.kecpros.com/knowledge-base/location-attachments-in-sb)
- [How do I enter a BlueSnap Settlement Sheet in QBO?](https://hub.kecpros.com/knowledge-base/how-do-i-enter-a-bluesnap-settlement-sheet-in-qbo)
- [Historical Migration Data](https://hub.kecpros.com/knowledge-base/historical-migration-data)
- [Ticket Workflow SOP (DEVELOPMENT WORKING FILE)](https://hub.kecpros.com/knowledge-base/ticket-workflow-sop)
- [HubSpot Communication Logging and Ticket Creation (DEVELOPMENT WORKING FILE)](https://hub.kecpros.com/knowledge-base/hubspot-communication-logging-and-ticket-creation)
See less ▼
- [Intro (Legacy): Onboarding to HS + SB Connection](https://hub.kecpros.com/knowledge-base/intro-legacy-onboarding-to-hs-sb-connection#main-content)
- [CRM Software Guide](https://hub.kecpros.com/knowledge-base/intro-legacy-onboarding-to-hs-sb-connection#crm-software-guide)
- [Sales Information & Procedures](https://hub.kecpros.com/knowledge-base/intro-legacy-onboarding-to-hs-sb-connection#sales-information-procedures)
- [Customer Service Information & Procedures](https://hub.kecpros.com/knowledge-base/intro-legacy-onboarding-to-hs-sb-connection#customer-service-information-procedures)
- [Topic Specific Training and Guides](https://hub.kecpros.com/knowledge-base/topic-specific-training-and-guides#main-content)
- [Onboarding to HS + SB Connection](https://hub.kecpros.com/knowledge-base/topic-specific-training-and-guides#onboarding-to-hs-sb-connection)
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