Home / Course catalog / HubSpot Basics

EDT Staff Training

HubSpot Basics


Content
  • Connecting your email
  • Connecting your inbox & tracking emails
  • Adding a contact
  • Creating a Contact
  • Adding a company
  • Creating a Company
  • School Programmes
  • Creating a Deal - School Programmes Delivery
  • Creating a deal - School Programmes Sales
  • Creating a Project - Challenger
  • Allocating Funding
  • Individual Programmes
  • Creating a Project - Fully Funded Course
  • Creating a Project - Student/Bursary Funded Course
  • Creating a Deal - Student/Bursary Funded Courses
  • Allocating Funding - Student Recruitment Deals
  • Fundraising
  • Creating Main & Child Deals
  • Pipelines & Deal Stages
  • Pipeline Structure
  • Deal Stages & Weighted Income Forecast
Completion rules
  • All units must be completed