Sales Hub Fundamentals Training Highlights & Resources - March 2021

[TashOliveira]

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!

@DavidChaves & @TashOliveira & @ElaineC 

Cc @sharonlicari 

Resources

Quotes and Products

• Create and share quotes
• Create products in the product library
• Import records or notes

Account/CRM Set up & Integrations

• Add and edit your account currencies
• Customize record sidebars
• Manage your properties
• Create Asana tasks with workflows
• Disable one-to-one email tracking or attachment logging

Sales Tools

• Make calls
• Create a team meetings link
• Enroll contacts in a sequence
• Add attachments to emails

Lifecycle Stages

• SQL vs. MQL, and What They Are
• Use lifecycle stages

Workflows

• Get started with workflows
• 4 Sales Management Pain Points Solved by Workflow Automation

Deals & Pipelines

• Set up and customize your deal pipelines and deal stages
  
• Move a deal from one pipeline to another

Reports

• Create multi-touch revenue attribution reports
• Track recurring revenue in HubSpot

Interested in signing up for a training? Click here