NCUK Internal Knowledge Base

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NCUK Internal Knowledge Base

HubSpot

HubSpot

HubSpot should be used by all NCUK staff in every department. Use this section to find out what. why and how to use it in your day to day role.

The Basics

What is HubSpot and why do you need to use it?

Understanding HubSpot properties. A glossary of NCUK's frequently used properties.

How to Connect your Outlook to HubSpot?

Troubleshoot the HubSpot Sales Outlook desktop add-in

Working with Study Centres and Study Centre Staff on HubSpot

Working with Universities and University Contacts on HubSpot

How to schedule, log and send meeting links?

When and how should you use tasks?

Check you have the correct 'View's' set up

See more

Communication - Email

One-to-One Emails vs. Mass Emails in HubSpot

Which list should you use and how do you create your own?

Use Standard Responses - Templates

Use Standard Responses - Snippets

Create Automated Emails in Workflows - Advanced User Only

Reverting to older version of Outlook

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Group Mail Box

Shared Mailbox - Create Team Signature

Manually Assign Email Owners

Set Up Notifications to Personal Mailbox

View All Customer Information

Move Emails to Another Mailbox

Change Status of Email to 'Closed'

Add Internal Comments to Email

View Complete Email Trail and Customer History

Send an Ad Hoc Instructional Video via Email

See more

Commercial - Sales

How to create and manage a Deal in the Study Centre Pipeline?

How to use sequences for winning business?

Study Centre Change Control Pipeline

Infrastructure

Managing Workflows - Advanced Users only

What is a sales or service seat?

Internal Processes

The Study Centre Induction Process

New Study Centre Lifecycle Prospect to Contract

How to use the Academic Operations Ticket Pipeline