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Richardson Knowledge Base
CS - HubSpot
CS - HubSpot
Contains guides and articles specifically related to CS's use of HubSpot!
General
Installing and Using the HubSpot Outlook Extension
Views
Creating and Managing Views
Renaming and Deleting your Views and Managing Sharing Access
Properties
Blank Order Type | Blank Orders Pipeline
Custom Order Type | Custom Orders Pipeline
Ticket Tags | CS Pipelines
Source | Custom Orders Pipeline
Inquiry Type | Verified & General Inquiries Pipeline
Blank Order Holding Reason | Blank Orders Pipeline
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Companies
Adding Account Instructions on the Company Page
Adding Vendor Compliance and Routing Guides to the Company Page
Contacts
Contact Association Labels | Sales Reps
Inboxes
Creating a Ticket from Multiple Conversations and Associating Conversations with an Existing Ticket
Associate an Unassociated Contact with a Company
Inbox: Using Templates in Emails
Reporting Dashboards
Dashboards: My CS Dashboard
Dashboards: How to use Report Dashboards in HubSpot
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