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How to set or change the school's Headteacher

Headteachers use different job titles. Because of this, we have a unique identifier within HubSpot that is used for filtering, mailing lists, etc. Each Headteacher needs to be identified accurately to ensure communication isn't missed.

The process is very similar for creating a new Headteacher association (if the school does not already have one) and changing the headteacher association. Both guides are included in this page.

Creating a new Headteacher

  1. Ensure the Headteacher's contact card has been created. To learn how to create a new contact, use this guide.
  2. Once the contact card has been created, navigate to it in HubSpot.
  3. On the right-hand side of the record, you should see the contact's company associations, including their current school.
  4. Hover over the company association card and choose 'More', then choose 'Edit association labels'. Edit associations labels
  5. You'll then be presented with a dialogue box. In the drop-down selector for Labels, choose 'Head of School'.
  6. Press the orange button 'Update'. Label selector
  7. Under the company association card, you should now see 'Head of School'. Head of School label

 

Changing a Headteacher

  1. Ensure the new Headteacher's contact card has been created. To learn how to create a new contact, use this guide.
  2. Once the new contact card has been created, navigate to the old Headteacher's card on HubSpot.
  3. On the right-hand side of the record, you should see the contact's company associations, including their current school.
  4. Hover over the company association card and choose 'More', then choose 'Edit association labels'. Edit associations labels
  5. You'll then be presented with a dialogue box. In the drop-down selector, press the little 'x' next to Head of School to remove it.
  6. Press the orange button 'Update'. remove head of school
  7. Next, navigate to the new Headteacher's contact record.
  8. On the right-hand side of the record, you should see the contact's company associations, including their current school.
  9. Hover over the company association card and choose 'More', then choose 'Edit association labels'. Edit associations labels current
  10. You'll then be presented with a dialogue box. In the drop-down selector for Labels, choose 'Head of School'.
  11. Press the orange button 'Update'. Label selector
  12. Under the company association card, you should now see 'Head of School'. Head of School label