Training for new users

[AManess]

Hi,

I am wondering if there is a "best practices" checklist for training new "day to day" users. We will be adding sales people and I am wanting to put together some information on how they access Hubspot and use things: Access contacts. edit contacts, send emails, etc.

They will not be setting up anything just using the CRM.

Thank you,

Angela

[karstenkoehler · Accepted solution]

Hi @AManess,

The free HubSpot Sales Software Certification is a great starting point here. It's covering the points that you mentioned and does a great job of explaining how HubSpot works as a whole.

Hope this helps!

[webdew · Accepted solution]

Hi @AManess ,

You can visit our help centre at HubSpot - Help Center (webdew.com)
You will find articles here with videos which will help you and your team with simple tasks like craeting deals or contacts and many more.

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards. 

[karstenkoehler · Accepted solution]

Hi @AManess,

The free HubSpot Sales Software Certification is a great starting point here. It's covering the points that you mentioned and does a great job of explaining how HubSpot works as a whole.

Hope this helps!