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LinkedIn Learning

Learning HubSpot CRM

via LinkedIn Learning

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Overview

Learn how to manage and automate your sales process with the free HubSpot CRM.

Syllabus

Introduction
  • Manage customer relationships for free with HubSpot CRM
  • What you need to know
1. Get Started with HubSpot CRM
  • What is CRM?
  • What HubSpot has to offer
  • Launch the free HubSpot CRM
  • Set language and region settings
  • Connect your inbox to HubSpot
2. Create Contacts, Companies, and Deals
  • Create contacts manually
  • Import contacts
  • Edit contact information
  • Add and edit companies
  • Adding new deals
  • Updating deals
  • Work with tasks
3. Track and Report
  • Get to know the sales dashboard
  • Work with reports
  • Create and use snippets
  • Work with email templates
  • Make calls with the calling tool
  • Work with the meetings tool
  • Add and manage documents
Conclusion
  • What's next?

Taught by

David Rivers

Reviews

4.7 rating at LinkedIn Learning based on 493 ratings

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