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.
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