How to Use HubSpot for Operations
A guide to how we use HubSpot to manage our Operations
Getting Supplier Data into HubSpot
Mostly for migration of new business units into HubSpot. Any time we need to bulk import Suppliers (Companies and Contacts), there is an excel template and process to get it done.
Setting Release Dates for Trips and Companies
There is important Data on Trips (and Departures) and Companies needed to make our dashboards work reliably. Learn the Why, What and How in the link below.
Supplier Handoffs and Dashboards
This is the meat and potatoes of Operations work in HubSpot. How we manage getting Supplier Handoffs out to our vendors on time.
How to Manage and Communicate with Contacts
How to Import and Manage Departures