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YouTube

HubSpot CRM Tutorial - Comprehensive Guide to Features and Functionality

Simon Sez IT via YouTube

Overview

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Master HubSpot CRM in this comprehensive 2-hour tutorial. Learn about HubSpot CRM's features, advantages, and how to choose the right plan. Sign up, connect your email, and manage your team effectively. Import and assign contacts and companies, utilize the inbox, set up chatbots, and leverage snippets and templates. Explore advanced topics like ad creation and targeting, email marketing, landing pages, website building, and design management. Create forms, manage deals and pipelines, handle tasks, schedule meetings, and resolve tickets. Gain insights into reports and dashboards to optimize your CRM usage. Navigate through various sections using timestamps to focus on specific areas or skip familiar topics.

Syllabus

- Course Introduction
- What is HubSpot CRM?
- HubSpot Advantages
- Choosing the Right Plan
- Signing Up
- Connecting Your Email
- Managing Your Team
- Contact Import Sheet
- Uploading Contacts
- Assigning Contacts
- Company Import Sheet
- Uploading Companies
- Using Your Inbox
- Setting Up Your Chatbot
- Snippets
- Templates
- Creating and Targeting Ads
- Email Marketing Part 1
- Email Marketing Part 2
- Landing Pages
- Building Your Website
- Design Manager
- Creating Forms
- Deals and Pipeline
- Tasks
- Meetings
- Ticket Creation and Resolution
- Reports and Dashboards
- Course Close

Taught by

Simon Sez IT

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