Hubspot CRM is a central database for managing sales relationships. It allows users to track contacts, companies, deals, tasks and other information. The dashboard provides overview data and shortcuts to contacts, deals, tasks and other sales tools. Key features include pipelines to track deals by stage, reports to analyze metrics, and templates/sequences to automate sales processes.

2. What is
Hubspot CRM?

3. A central database
for managing sales
relationships

4. LET’S

5. Open a browser

6. www.hubspot.com

7. Learn More

12. Get Hubspot CRM

17. Start using Hubspot CRM

20. Dashboard

23. Sales

24. Deal Forecast

25. Create a
Deal

27. To create a
deal:

28. Create a Deal

29. Fill out the pop-up to create a
deal

30. Enter the Deal Name

31. Select the Pipeline

32. Determine the Deal Stage

33. Specify the Amount

34. Choose the Close Date

35. Choose from saved
Companies and Contacts

36. Click ‘Create’

37. or ‘Create and add another’

38. You may also ‘Cancel’

39. To set a
quota:

42. Save

43. x

44. Productivity

46. date

49. subject

52. Pipeline

53. Assigned contact
name

54. hubspot owner

55. assigned date

56. Contacted date
created

60. Deals Created
deal name

62. hubspot owner

63. create date

64. DealsWon

65. Lastly, the Reports Dashboard

66. Dashboard

67. The Contacts tab

68. Data varies depending on the
StandardViews

69. Let’s examine each one in
detail

70. My Contacts will bring up a list

71. Use the search box to find
contacts

72. Click ‘Add Contact’ for new
contacts

73. Type the details in the pop-up

74. Hit Create Contact

75. Sort contacts with Filters

76. Scroll down to see different
filter options

77. The Gear icon provides
additional options

78. Manage Columns using
different categories

79. Edit Properties open up a
different window

80. You can Create a New
Property Group

81. Or Create a New Property

82. Utilize dropdown option for
viewing

83. The gear represents an
editable property

84. Import Contacts open up a
different window

85. Click on Start a New Import

86. My Uncontacted view

87. My Recently Assigned
Contacts view

88. Call Queue view

89. Add Contacts

90. Then start calling

91. Choose different actions in
View Options

92. The Companies tab

93. Here you can Find Prospects

94. Or Add Companies

95. The Deals tab

96. Always utilize the Standard
Views dropdown

97. Choose betweenTable view

98. Or Board view

99. Click Add Deal for new deals

100. Fill out the details needed

101. TheTasks tab

102. Take note of tips on the
sidebar

103. Additional view option is
‘Agenda’

104. Add tasks through these
buttons

105. Let’s check the different Sales
tools

107. Download the extensions to
get started

108. Templates will show your
templates list

109. Sequence allows sales
process automation

110. Rate is $50/month

111. Track file views in Documents

112. Prospects

113. Meetings allow direct
bookings on your calendar

114. Rate is $50/month/user

115. The Settings tab

116. Choose the category on the
left sidebar

117. For questions, click ‘Start the
CRMTutorial’

118. Or, click the Question Mark

119. Check the list for your
question

120. Alternatively, you may click
‘Ask for Help’