What is Hubspot CRM?

A central database for managing sales

relationships

LET’S

Open a browser

www.hubspot.com

Learn More

Get Hubspot CRM

Start using Hubspot CRM

Dashboard

Sales

Deal Forecast

Create a Deal

To create a deal:

Create a Deal

Fill out the pop-up to create a deal

Enter the Deal Name

Select the Pipeline

Determine the Deal Stage

Specify the Amount

Choose the Close Date

Choose from saved Companies and Contacts

Click ‘Create’

or ‘Create and add another’

You may also ‘Cancel’

To set a quota:

Save

x

Productivity

date

subject

Pipeline

Assigned contact name

hubspot owner

assigned date

Contacted date created

Deals Created deal name

hubspot owner

create date

Deals Won

Lastly, the Reports Dashboard

Dashboard

The Contacts tab

Data varies depending on the Standard Views

Let’s examine each one in detail

My Contacts will bring up a list

Use the search box to find contacts

Click ‘Add Contact’ for new contacts

Type the details in the pop-up

Hit Create Contact

Sort contacts with Filters

Scroll down to see different filter options

The Gear icon provides additional options

Manage Columns using different categories

Edit Properties open up a different window

You can Create a New Property Group

Or Create a New Property

Utilize dropdown option for viewing

The gear represents an editable property

Import Contacts open up a different window

Click on Start a New Import

My Uncontacted view

My Recently Assigned Contacts view

Call Queue view

Add Contacts

Then start calling

Choose different actions in View Options

The Companies tab

Here you can Find Prospects

Or Add Companies

The Deals tab

Always utilize the Standard Views dropdown

Choose between Table view

Or Board view

Click Add Deal for new deals

Fill out the details needed

The Tasks tab

Take note of tips on the sidebar

Additional view option is ‘Agenda’

Add tasks through these buttons

Let’s check the different Sales tools

Download the extensions to get started

Templates will show your templates list

Sequence allows sales process automation

Rate is $50/month

Track file views in Documents

Prospects

Meetings allow direct bookings on your calendar

Rate is $50/month/user

The Settings tab

Choose the category on the left sidebar

For questions, click ‘Start the CRM Tutorial’

Or, click the Question Mark

Check the list for your question

Alternatively, you may click ‘Ask for Help’