I will teach you how to use hubspot

Pakistan

I speak Urdu, English

9 orders completed

CRM Architect, HubSpot, FreshSales, Sales Process Design and Implementation

I'm a CRM architect with 2+ years of professional implementation experience across agency work, direct clients, and Fiverr. I build revenue-ready CRM systems in HubSpot, Freshsales, and Pipedrive — c...
About this Gig

10% discount is being offered on anyone ordering before 10th September


HubSpot CRM Training Complete Service List :

  • HubSpot interface & navigation
  • Contacts, Companies & Deals understanding what they are and when to use each
  • Properties / fields and how they store information
  • Finding, filtering and managing CRM records
  • Importing data into HubSpot
  • Understanding pipelines and deal stages
  • Creating, updating and moving deals
  • Basic CRM best practices
  • 2FA and basic account security
  • User settings and permissions
  • Connecting email & calendar
  • Creating custom properties
  • Lists and basic segmentation
  • Understanding workflows
  • Common workflow use cases
  • Workflow enrollment and actions
  • Creating reports
  • Understanding report types
  • Building dashboards
  • Complex workflows
  • Multiple conditions and branches
  • Data cleaning & data hygiene
  • Calculation properties
  • Meeting Schedulers
  • Using AI to help design workflows
  • Using AI to create and report on CRM data
  • Live Q&A


Note : Please have access to your HubSpot account before the session. Training will be conducted using your own HubSpot portal where applicable.

Software:

HubSpot

Industry:

Medical & pharmaceutical

Software

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