Processing Demo Requests in Hubspot

October 26, 2023

1. Go into Hubspot

2. Go to Contacts 

3. The recent applicants will likely be at the top of the list, but if not, use the search feature to find them

4. Click on the Person's Name

5. When their profile loads, click on the Email icon in the menu on the left

6. Click "CC" and include Harry, Jeremy, Sheila, Cameron, Mark, and Selena. (If one of these is you, you don't need to cc your own name of course!)

7. Click the Templates link at the top of the page

8. Select "New Demo Request" from the options presented

9. Click Send

10. Scroll down and find where it says "Demo Requested" on the left side

11. Click and change this to "Contacted"

12. Click Save

13. Click the "Contacts" breadcrumb at the top to return to the list and repeat until all contacts have been emailed.