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Learning and support

How to use our Hubspot CRM

Welcome to your guide on how to use our Hubspot CRM. We've created a series of video tutorials on how to interact with the most important elements:

  • Accessing and creating programmes - Watch Video
  • Accessing jobseeker placement cost centre - Watch Video
  • How to record a cost against a jobseeker contact - Watch Video
  • Accessing and sharing your dashboard report - Watch Video
  • Creating an employment opportunity and making a placement - Watch Video
  • Creating a cost of an employment placement - Watch Video
  • Editing jobseeker contact information - Watch Video
  • Creating a new company and adding an employer to a company - Watch Video
  • Creating a contact in HubSpot - Watch Video
  • How to view your deals as a list - Watch video