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HubSpot Basics

Sections

Introduction

Preparation & Strategy

Technical Setup

CRM User Training

Unlock the power of your HubSpot portal with this walkthrough of the core CRM capabilities. 

This course is ideal for all HubSpot customers regardless of hub or tier. 

Introduction

(1) Welcome

Introduction

Welcome to Marketing Hub Mastery. In this video, Trevor walks you through the structure of the course.

(2) Where to get support

Introduction

HubSpot provides an excellent support service where they can help you with anything technical in the portal and you can get almost immediate resolution.

Preparation & Strategy

(3) Understanding the HubSpot database

Preparation & Strategy

An overview of how the HubSpot CRM structures your data. 

(4) Understanding Lifecycle Stages

Preparation & Strategy

Understanding how HubSpot works with Lifecycle Stages.

(5) Defining your Lifecycle Stages

Preparation & Strategy

Unlock a handy template to define your lifecycle stages.

Technical Setup

(6) System Administration Welcome

Technical Setup

Welcome to the System Administration and technical setup component of the course.

(7) Privacy & Consent Options

Technical Setup

Learn to use HubSpot's powerful privacy and consent controls. 

(8) Account Defaults

Technical Setup

Configure the default settings for new users in your HubSpot portal. 

(9) Branding Controls

Technical Setup

Configure defaults fonts, colours and logos in your HubSpot portal. 

(10) Configure Currencies

Technical Setup

Learn how to configure the default currencies in your HubSpot portal. 

(11) Security Settings

Technical Setup

Learn how to set your security options in HubSpot. 

(12) Adding Users

Technical Setup

Learn how to add new users and teams to your HubSpot portal.

(13) Setting User Permissions

Technical Setup

Learn how to configure user permissions in HubSpot. 

(14) Installing the Tracking Code

Technical Setup

Learn to install HubSpot's tracking code to your website or app. 

(15) Adding Domains

Technical Setup

Learn how to connect a domain to your HubSpot portal. 

(16) Record Layouts

Technical Setup

Learn to navigate the records screen in HubSpot. 

(17) Customising Records

Technical Setup

Learn how to customise your record screen in HubSpot.

(18) Creating Custom Properties

Technical Setup

Learn how to create custom properties in your HubSpot portal. 

(19) Importing Existing Data

Technical Setup

Learn how to use HubSpot's data import tools. 

(20) Configuring the Deal Board

Technical Setup

Learn how to customise your deal stages in HubSpot. 

(21) Creating Products

Technical Setup

Learn to use the Product Library in HubSpot. 

(22) Lead Scoring

Technical Setup

Learn to use HubSpot's lead scoring tools. 

(23) Integrations

Technical Setup

Learn to configure a Data Sync integration. 

(24) The Assets Marketplace

Technical Setup

Learn to install themes, templates and modules from the HubSpot Assets Marketplace. 

CRM User Training

(25) General Navigation

CRM User Training

Learn to navigate your HubSpot platform.

(26) General User Settings

CRM User Training

Configure the user settings in your HubSpot portal. 

(27) Notification settings

CRM User Training

Control the notifications you receive from HubSpot. 

(28) User Security Settings

CRM User Training

Configure security settings in your HubSpot portal. 

(29) Connecting Your Email to HubSpot

CRM User Training

Learn to connect a user's Gmail, Microsoft 365 or other email account to HubSpot. 

(30) Understanding the HubSpot Database

CRM User Training

Learn about objects, records and properties in your HubSpot CRM. 

(31) HubSpot Record Layouts

CRM User Training

Learn the way that HubSpot structures record detail screens. 

(32) Recording Activities

CRM User Training

Learn how to record activities and engagements with records in your HubSpot CRM. 

(33) Task Management

CRM User Training

Learn how to use Tasks in HubSpot. 

(34) The Task Sidebar

CRM User Training

Unlock the power of the sidebar in the Tasks screen. 

(35) Segmenting the Database

CRM User Training

Learn how to use HubSpot's Lists tool to segment your database. 

(36) Setting Filters

CRM User Training

Learn how the filter tools in HubSpot allow you to organise your database. 

(37) Deals and Quotes

CRM User Training

Understand the relationship between Deals and Quotes in HubSpot. 

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