Simple workflow

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New Member

Hi, 

Just started using the free version of Hubspot CRM and I am a little confused. 

I just want a simple workflow that all my leads are taken through so I know what to do, when, and have reminders for it. 

What is the difference between deals, workflows, and pipeline?

 

I created a deal sequence. Seems I have to create and name a deal for each person. Cant I just have a default flow for everyone? 

And using Gmail it seems I cannot find my deal sequence there, only some built in pipeline sequence.

 

And lastly, how do tasks play a role in this. Can I sequence tasks, maybe?

The training videos are not clear on how to take a customer through a flow, especially using gmail.  Great potential there :-)

 

Thanks,

Jon Erik

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HubSpot Moderator

Hi @JonErik Please check the PM I just sent you for further assistance. 

 

Thank you,

Ed Justen


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