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New Haven Knowledge Base
General

Getting started
- Activity
- Cleanup
General
- Setup
- Processes
Integrations
Deals
Processes
Data Management

General

How do I set up my calendar in Hubspot?
How to Log and Associate Emails, Calls and Meetings
Using comments and @mentions to communicate
Add notes and @mentions to communicate internally
How to Set-up Email Aliases in HubSpot?
How to Associate records in HubSpot

Setup

How do I set up Teams integration for meetings and calling?
What is the difference between a task and a ticket?

Processes

What is the process for underwriting?
How do I process a paydown request?
How do I process an information statement?
What is the process to handle public deals?
How to perform property review by underwriters?
How do I process NSF's?
How to I process investor buy-outs?
How do I process a discharge statement?
How do I process payment arrangments?

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