Course curriculum

    1. Course Introduction

    2. Log Into HubSpot

    1. How Your HubSpot CRM is Organized

    2. Where is Everything Located in Hubspot?

    3. Setting Up and Using HubSpot Saved Views for Contacts

    4. FG Pipelines

    5. FG Deals

    6. Navigating to Dashboards

    7. 5 Key Properties

    8. Lifecycle Guide

    1. Emailing Contacts Introduction

    2. Email Templates and Snippets

    3. Feature Accessibility

    4. Connecting your Email

    5. Adding the HubSpot app in Outlook

    6. Using the HubSpot Add-in within Outlook

    1. CRM Tools Introduction

    2. A How-To Guide of Task Management

    3. Changing a Product Tag in HubSpot

    4. Manually Log a Call, Note, Email or Meeting

    5. Playbooks

    6. Meetings

    7. Quotes

    1. Internal Knowledgebase Introduction

    2. Internal Knowledgebase - What it's Not

    3. Continue Your Learning!

About this course

  • Free
  • 26 lessons
  • 1 hour of video content

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