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.