Scope
This guide covers setup & configuration for Growth Hub. Availability depends on your tenant package, role and configured providers.
Purpose
A portfolio view of active marketing work, risks and next actions.
Select workspace, projects and operator view.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- Open the correct tenant and confirm the project or workspace that owns this capability.
- Select workspace, projects and operator view.
- Connect or select the required source records and owners.
- Create a safe test configuration before using live customer or campaign data.
- Read campaign, lead, channel and task movement together.
- Respect project access, ownership and approval boundaries.
Verify the result
Read campaign, lead, channel and task movement together. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Respect project access, ownership and approval boundaries. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.