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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
Communication - Email
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