Learning HubSpot CRM

Description

In this course, you will :

• examines how to streamline the sales process with management and automation tools, and delves into the fundamentals of using HubSpot CRM.
• Learn how to connect HubSpot CRM to your email, create new contacts and deals, and use the full-featured dashboards and reports to understand your pipeline's performance.
• Learn how to use meetings and document management tools to collaborate with customers and build more valuable, long-lasting relationships.

Syllabus :

1. Get Started with HubSpot CRM

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

 

2. Create Contacts, Companies, and Deals

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

 

3. Track and Report

• 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

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