HubSpot
Learn how to use your custom built HubSpot to build itineraries, send out quotes, and manage booked trips.
- Overview
- HubSpot
How To Send Waitlist Quote and Email Template
This article will explain what is 'Waitlist' is and how to send the email template and the quote. What is a Waitlist? As of May 2025, Nationwide Bus Charter has launched a Waitli ...
How to clone a quote
This article will explain how to clone a trip in HubSpot. STEP 1 - Go to the Deal Navigate to the deal of your choice. (Sales → Deals → Select the deal of your cho ...
How to Enroll A Customer in a Sequence
This article will explain how to enroll a customer in a sequence once you are ready to send out the initial quote. Step 2 - Open a new email. In the deal, or under the contact ...
How to Pause or Unenroll a contact in a sequence
This article will explain how to pause or unenroll a contact that is currently enrolled in a sequence.Want to understand how to enroll a customer in a sequence? Step 1: Navigate t ...
How to Unsubscribe a Contact From A Marketing Contact
This article will explain how to unsubscribe a contact as a marketing contact in HubSpot. Step 1: Navigate to the contact Go to the contact record. Step 2: Scroll down to C ...
HubSpot - Deal Stage
This article will explain how HubSpot Deal Stages have been created for Nationwide Bus Charter. First...a few basics... What is a Deal Stage? Deal stages are the st ...
How to Update Company Notes
This article explains how to update the company notes section in HubSpot. Instructions Navigate to Sales → Playbooks. Click on the folder COMPANY NOTES Click ...
How to Add Snippets
This article will explain how to add snippets in your HubSpot. Step 1: Go to Conversations -> Snippets Navigate to snippets, by going to Conversations and then clicking on ...