Learn the basics of getting started with Sales Hub Starter and implementing your sales process in HubSpot.
Overview
Syllabus
- Setting Up Your HubSpot Account
- One of the first important steps toward getting started inside HubSpot is taking the time to set up your account’s settings. Learn the fundamentals of getting your HubSpot account set up for success.
- Managing Properties in HubSpot
- Master data entry in your HubSpot CRM. In this lesson, learn how to manage properties for your various CRM records.
- Implementing Your Sales Process With the HubSpot CRM
- In this lesson, you'll understand how the HubSpot CRM is designed to help implement your sales process.
- Understanding the Sales Hub Starter Tools
- In this lesson, you'll explore how to use each of the key tools in your Sales Hub Starter account and then put what you learned into action.
- Understanding Activities in the HubSpot CRM
- In this lesson, you'll explore how to log and track the activities for your contacts in the HubSpot CRM.
- How to Report on Sales Hub Starter
- In this lesson, you'll explore how to report on the activities in your CRM and how to customize your reports to your business.