Vendor Process
How to Associate Contacts with Companies (Vendors)
This article will explain how to associate contacts with companies in HubSpot. Step 1: Navigate to the Vendor / Company Go to Contacts → Companies and go to the company r ...
How to Confirm A Vendor for a Booked Trip
This article will explain how to confirm a vendor for a charter that has been booked in HubSpot. Step 1 - Check Deal Stage The deal stage must be Trip Approved or Trip Paid In ...
How to Create & Publish Vendor's Orders
This article will explain how to create and send vendor's orders in HubSpot. Step 1: Make sure the Vendor Detail Section is completed. On the left side of the deal, scroll dow ...
How to Send the Vendors Order
This article will explain how to send the vendor's order in HubSpot. Step 1 -Confirm your Vendor's Order has been published Make sure that you have a published Vendors Order a ...
How to Create & Send Driver's Orders
This article will explain how to create and send drivers's orders in HubSpot. Step 1: Make sure the Vendor Detail Section is completed. On the left side of the deal, scroll do ...