Sales Hub Fundamentals Training Highlights & Resources - September 2020

[SerenaPol]

Hi All,

Thank you for joining today's HubSpot Sales Hub Fundamentals training, it was great to learn with you and find out more about your businesses and sales processes.

We had lots of great questions and insightful conversations in training, so we have consolidated key resources in this post to support you as you continue to learn about HubSpot CRM and Sales Productivity tools.

We hope this space can also be an opportunity to keep in touch, network and continue to share knowledge and experience. What were your key takeaways from training?

Thank you!

Serena & David

Resources

Lead Status & Lifecycle Stage

• How to Manage Your Sales Process in HubSpot With Lead Status
• Lifecycle Stage vs Lead Status: how to use them?

INBOUND 2020

• INBOUND 2020 Agenda

GDPR & Privacy Shield

• How to track lawful basis and GDPR consent in HubSpot
• Privacy Shield: HubSpot's commitment to protecting EU data transfer

Lead Scoring

• Intro to Lead Scoring in HubSpot
• Setting up score properties to qualify contacts and companies

Products & Quotes

• Products and Quotes: how to use them

Deal-based Workflows and sales automation

• How to use automation to keep a tight sales pipeline
• How to use deal automation to remove friction from your sales process

Integrations

• HubSpot & Asana Integration
• HubSpot Inbox Sales Extension

cc @sharonlicari @DavidChaves