Learning HubSpot

Introduction

• Manage customers for free with HubSpot CRM
• What you need to know

1. Getting Started with HubSpot

• What is a CRM?
• What HubSpot has to offer
• Launch the free HubSpot
• Connect your inbox to HubSpot
• Set language and region settings

2. Creating Contacts, Companies, and Deals

• Create contacts manually
• Import contacts
• Edit contact info
• Add and edit companies
• Add new deals
• Updating deals
• Work with tasks

3. HubSpot for Marketing

• Create an email list
• Create a marketing email
• Create a landing page

4. HubSpot for Customer Service

• Get organized with tickets
• Use snippets
• Create and use templates

5. Tracking and Reporting

• Get to know the dashboard
• Work with reports
• Make calls with the calling tool
• Work with the meetings tool
• Add and manage documents

Conclusion

• What's next?