1:1 Training Notes
Here we will put all the information we went over in our 1:1 training for easy access to review.
Accreditation Specialists and HubSpot Integration 1:1 training
HubSpot Access:
- Go through the steps on getting into HS, Setting up your home page and view.
- Set up your signature and email response address
Home page preferences:
- Set bookmarks, Bookmark and at top of page
- Ticket sorting – Ticket Owner, Create date, last activity date, priority
Knowledge Base & More:
- Set bookmarks, http://24051120.hs-sites.com/knowledge/welcome-accreditation-specialists-to-hubspot-knowledge-base
- Knowledge Base – How we will use it? What is a Category?
- Templates – How to access?
- Snippets – How to access?
- Attachments in emails
Ticket Nuances:
- Different Views
- Ticket tabs and quick links
- Assigning owners
- Setting Tasks
- Adding an Email, Note, Call or Meeting
Working the ticket:
- New
- Waiting on Contact
- Waiting on Us
- Closed
- Accreditation Spec Tickets – Customer Engagement to Accreditation Specialists (new acc interest, questions on evaluations, misc. questions)
- How to create a ticket
Tickets Reopening:
- Waiting on Us
- Closing the ticket again
Additional HubSpot Tips:
- Continuous Improvement Ideas: https://forms.office.com/r/mSnuNC855r?origin=lprLink