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Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
What is
Hubspot CRM?
A central database
for managing sales
relationships
LET’S
Open a browser
www.hubspot.com
Learn More
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Get Hubspot CRM
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Start using Hubspot CRM
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Dashboard
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Sales
Deal Forecast
Create a
Deal
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
To create a
deal:
Create a Deal
Fill out the pop-up to create a
deal
Enter the Deal Name
Select the Pipeline
Determine the Deal Stage
Specify the Amount
Choose the Close Date
Choose from saved
Companies and Contacts
Click ‘Create’
or ‘Create and add another’
You may also ‘Cancel’
To set a
quota:
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Save
x
Productivity
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
date
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
subject
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Pipeline
Assigned contact
name
hubspot owner
assigned date
Contacted date
created
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Deals Created
deal name
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
hubspot owner
create date
DealsWon
Lastly, the Reports Dashboard
Dashboard
The Contacts tab
Data varies depending on the
StandardViews
Let’s examine each one in
detail
My Contacts will bring up a list
Use the search box to find
contacts
Click ‘Add Contact’ for new
contacts
Type the details in the pop-up
Hit Create Contact
Sort contacts with Filters
Scroll down to see different
filter options
The Gear icon provides
additional options
Manage Columns using
different categories
Edit Properties open up a
different window
You can Create a New
Property Group
Or Create a New Property
Utilize dropdown option for
viewing
The gear represents an
editable property
Import Contacts open up a
different window
Click on Start a New Import
My Uncontacted view
My Recently Assigned
Contacts view
Call Queue view
Add Contacts
Then start calling
Choose different actions in
View Options
The Companies tab
Here you can Find Prospects
Or Add Companies
The Deals tab
Always utilize the Standard
Views dropdown
Choose betweenTable view
Or Board view
Click Add Deal for new deals
Fill out the details needed
TheTasks tab
Take note of tips on the
sidebar
Additional view option is
‘Agenda’
Add tasks through these
buttons
Let’s check the different Sales
tools
Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Download the extensions to
get started
Templates will show your
templates list
Sequence allows sales
process automation
Rate is $50/month
Track file views in Documents
Prospects
Meetings allow direct
bookings on your calendar
Rate is $50/month/user
The Settings tab
Choose the category on the
left sidebar
For questions, click ‘Start the
CRMTutorial’
Or, click the Question Mark
Check the list for your
question
Alternatively, you may click
‘Ask for Help’

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Convert Prospects to Clients with Hubspot CRM - Chi Suarez