Learn how to manage and automate your sales process with the free HubSpot CRM.
Overview
Syllabus
Introduction
- Manage customer relationships for free with HubSpot CRM
- What you need to know
- What is CRM?
- What HubSpot has to offer
- Launch the free HubSpot CRM
- Set language and region settings
- Connect your inbox to HubSpot
- Create contacts manually
- Import contacts
- Edit contact information
- Add and edit companies
- Adding new deals
- Updating deals
- Work with tasks
- Get to know the sales dashboard
- Work with reports
- Create and use snippets
- Work with email templates
- Make calls with the calling tool
- Work with the meetings tool
- Add and manage documents
- What's next?
Taught by
David Rivers
