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How To Use HubSpot

General navigation and knowledge about how we use HubSpot

General Navigation

The CRM Tab

HubSpot CRM tab

HubSpot is organized into Objects. Each Object is a place to store data about something.

Contacts are people, of course.

Companies can be Travel Agencies or Trip Suppliers.

Deals represent Bookings. 

Tickets are used to track Evaluations and Customer Service

Departures hold information about a single Instance of a Trip, and are used to track the work of Operations. 

Supplier Handoffs are created for every Company (Supplier) associated to a Departure for some Operations dashboards. 

Trips hold information about the Trip that is mostly used to connect things together for workflows and reporting. 

Lists are used to collect Contacts for Marketing campaigns, or Companies for an all Supplier update, or Deals that were cancelled in November. 

Inbox is an important place where we communicate with our Customers, our Suppliers and our Partners. There will be lots of hands-on training if you're working in here. 

Calls shows a history of customer calls with Notes, Outcomes and Recordings.

Tasks are important to our Sales and Customer Service work. Some are set automatically, but you can also set your own manual tasks. 

Views

Each Object page can be arranged into Views to show you information that's important to you. 

Deal Views

You can create your own Views using the button. But lots of Views have already been created and you can add them to your Views.

Click + Add view to the right of the tabs.

Add View Button

 

Then you can select Views to add.

Views to Add


Contacts

The People who do business with us.

How to Manage Contacts

Companies

Deals

Tickets

Feedback Submissions (Evaluations)

Supplier Handoffs

How to Use HubSpot for Operations

How to Manage Supplier Handoffs