United Built HomesUBH CRM Success Center
  • Sales Training
  • Sales Tools
  • UBH AI Companion
  • Guides
  • Sign in
  • Overview
  • Morning Briefing
  • Contact Lookup
  • Close Meetings
  • Record Meeting
  • Breeze Prompts
  • My Performance
  • Leaderboard

Section 2

Sales Tools

The working side of the app. Everything here writes to or reads from HubSpot in real time — no training scenarios, real records.

Available tools

  • Contact Lookup

    Search your HubSpot contacts and pull the complete record: details, deals, meetings and notes.

  • Close Meetings

    See overdue and upcoming HubSpot meetings, set the outcome and move the deal stage.

  • Record a Meeting

    Record from your phone or laptop, transcribe it, and save the notes to the contact or meeting in HubSpot.

  • Breeze Prompts

    Ready-made AI prompts for follow-ups, summaries and next steps.

  • My Performance

    Your meeting closures, stage moves, recordings and recent activity.

  • Leaderboard

    Where you stand on activity and closures.

Not sure how something works?

Every tool here has a matching walkthrough in Sales Training.

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Your training progress, meeting close-outs and recordings are tied to your signed-in account and shared with your sales manager. Questions about a process? Contact your sales manager or the HubSpot administrator.

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