HubSpot 101: Sales Team Member - Account Setup (Gmail)
- Team Peddle |
- 73 steps |
- 11 minutes
Tip! Tip! In this tutorial we will be going over:
1. Account setup basics in HubSpot for a sales team member
2. Connecting email, calendars, phone numbers and meeting links
Inviting Team Members to Hubspot
1
Navigate to [https://app.hubspot.com/activity-feed/22485783](https://app.hubspot.com/activity-feed/22485783)
2
Click the gear icon to access your Hubspot settings
3
Click "Users & Teams"
4
Click "Create user"
5
Enter the email address of the team member you'd like to invite
6
Click "Next"
7
Now choose the users permissions. You can start with a template, start from scratch or make them a super admin (full access)
8
Click "Next" once you've chosen the way you'd like to give permissions
9
Click "Send"
10
Click "Done"
11
Once the team member has accepted the invite and logged in. Have them click the gear icon and go to settings
12
Click "General" and fill out all of the fields on the profile tab including first name, last name, Language, and Phone Number
13
Adding the phone number is important especially if you'll be calling from Hubspot
14
You can also select your default homepage here. This can be useful if you use one Hubspot Hub or Function more than others
15
Next Click "Email" and connect your email
16
Click "Connect personal email"
17
You'll want to turn on inbox automation to get the most out of sending emails in Hubspot
18
Click "Connect your inbox"
