Learning HubSpot CRM

Learn how to manage and automate your sales process with the free HubSpot CRM.

Introduction

• Manage customer relationships for free with HubSpot CRM
• What you need to know

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

Conclusion

• What's next?