Creating Client Credential Records in Goodwood HubSpot
I demonstrated how to create a client credential record for Goodwood clients in Goodwood HubSpot. I explained that this is a central repository for client records, and I used the Wellstone client record as an example. I showed how to access the client contacts and credentials section, and how to create a new credential record. I also explained the fields in the credential record, such as the name, type, username, password, login URL, and MFA. Finally, I showed how the credential record is automatically associated with the client and how to access it.