Hubspot is a Customer Relationship Management cloud service designed to enable sales teams to manage leads and track performance.
We have a number of instances of HubSpot for different brands so these modules may look slightly different depending on which one you are using, but the principles are the same.
Lessons
9.1 – HubSpot Overview
This introduction to Hubspot is using the Pathfinder Installation of Hubspot for Demonstration purposes But could apply to any other version of hubspot essentially we’re just covering off the Purpose and the main icons On the left-hand sidebar menu There are quite a lot that we really don’t need to use at all. But the main one or two things that are relevant to everybody will be explored here.
9.2 – HubSpot Contacts
HubSpot – Contacts In this module, we’ll cover. How to use the contacts field to set up contacts and also to add Deals or Any other information you need to track with your Leeds Go to app-eu1.hubspot.com 1. Click the CRM icon here To get to the contact screen start by clicking in the menu […]
9.3 – HubSpot Companies
HubSpot – Companies The company section on Hubspot is really a simple way of finding company information in the contacts for the linked to that company. Hubspot essentially presents a lot of the same information just in slightly different ways – depending upon your most important element whether you’re interested first and foremost. In the […]
9.4 – HubSpot Deals
Hubspot – Deals Explore the comprehensive guide for navigating through Hubspot’s Deals. Go to app-eu1.hubspot.com 1. Click “Deals” to get the Deals List page To access your deals go to the CRM tab on the top left-hand sidebar. And select deals this will provide a list page where you can sort and select deals according […]