Getting Started On HubSpot
At The CRM Farm Project, we're not just farmers and gardeners of knowledge; we're also storytellers of CRM wisdom. And we're here to sow the seeds of curiosity and nurture your understanding of one of our favorite CRM tools - HubSpot CRM.
Whether you're a seasoned CRM farmer or just starting your journey, let's explore what makes HubSpot CRM so special. In this course, you will start from basics on how to get started and setting up the tool for your business' needs using the free tools in HubSpot.
Responsible | Danilo Guerra |
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Last Update | 04/30/2024 |
Completion Time | 2 hours 33 minutes |
Members | 6 |
HubSpot
Free Edition
Free Automation Hacks
Basic
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About this course1Lessons · 5 min
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Preview
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Introduction to HubSpot2Lessons · 15 min
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Capabilities overview10 xp
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Is HubSpot CRM really free?10 xp
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Creating your free HubSpot account4Lessons · 30 min
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Sign-up10 xp
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System navigation10 xp
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A walk-through the HubSpot mobile app10 xp
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Security settings10 xp
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Sales and operations setup5Lessons · 1 hr 37 min
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Organizing your customers' contacts10 xp
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Adding companies to your account10 xp
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Deal pipelines: setting up your sales process10 xp
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Calendar and email integration, tracking, and communication templates creation10 xp
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7 best-practices to transform your culture into a sales winning culture10 xp
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Customer service setup1Lessons · 1 min
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To be released on or before April 29th, 2024
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Marketing setup1Lessons · 1 min
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To be released on or before May 6th, 2024
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Reporting1Lessons · 1 min
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To be released on or before May 6th, 2024
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Administration ("advanced") setup1Lessons · 1 min
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To be released on or before May 13th, 2024
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Integrations & Free Automation Hacks1Lessons · 1 min
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To be released on or before May 20th, 2024
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Final notes, upgrade consideration, and forward looking thoughts1Lessons · 1 min
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To be released on or before May 27th, 2024
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