HubSpot 101: Sales Team Member - Account Setup (Microsoft Email)
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- 84 steps |
- 5 minutes
Tip! Tip! In this tutorial we will be going over:
1. Account setup in HubSpot for a sales team member
2. Connecting email, calendars, phone numbers and meeting links
3. How to use tasks in HubSpot
4. How to use the Sales Analytics reporting functions to track sales team emails, calls, tasks, notes and meeting outcomes!
1
Navigate to [https://app.hubspot.com/user-guide/20215820?via=home](https://app.hubspot.com/user-guide/20215820?via=home)
2
Click the Settings icon
3
Navigate to "General" on the left side if you're not already there, then navigate to "Email" in the middle.
4
Click "Connect personal email"
5
Turn on inbox automation (this will sync your work emails to HubSpot and sync contacts from your email into HubSpot as contacts.
6
Click "Connect your inbox"
7
Enter your email in the "Email address" field.
8
Click "Next"
9
Click "Connect to Gmail" or "Microsoft" - this will populate your email provider
10
Click "Continue"
11
Log into your email provider to allow access and click next
12
Click "Edit email signature" to set your signature for HubSpot emails
13
Click "Save" when done
14
Click "Add emails or domains" to add any emails or domains you wish not to track in HubSpot. **This can also be done in the extension we will install later directly from your email tool**
15
Click "Calling"
16
Click "Add phone number"
17
Enter your phone number and click "Text me" for verification
18
"Enter verification code" field.
19
Click "Next"
