Hubspot 101: Setting up a Sales Account

Covered in this training:

• How to add users to HubSpot

• How to connect your email, install the Chrome or Microsoft email extension and setup your signature

• How to connect your phone number for calling

• How to setup your calendar and create a meeting link

• How to view and use tasks

• How to view and use the Sales Analytics reporting tool

Here we will cover all of the basics on setting up an account for Sales Team members in Hubspot. This includes inviting team members and then having them go step-by-step to set up their account.

HubSpot 101: Sales Team Member - Account Setup (Gmail)

HubSpot

73 Steps

Team Peddle

HubSpot 101: Sales Tasks & Analytics

HubSpot

31 Steps

Italo Leiva

HubSpot 101: Sales Team Member - Account Setup (Microsoft Email)

Microsoft

84 Steps

Italo Leiva