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Best practices / Tips (work in progress)

This article includes best practices and tips for your daily work with Hubspot. 

  1. Please add the following views to make your daily business easier: 
    1. All my clients
    2. First talk needed
    3. Not promoted (first talk done)
    4. Not committed (Promotion done)
    5. Committed and waiting on acceptance letter 
    6. Accepted and waiting om I-20
    7. I-20 received and waiting on Visa
  2. Use Bookmarks. Bookmarks are a great way to save pages that you frequently use! Just click on the bookmark symbol next to a page that you always use and it will show up in the bookmarks section on the very top of your Hubspot page. (See screenshot)