HubSpot CRM "Just the Basics" Training
Abbreviated "Just the Basics" Training Agenda for HubSpot CRM
1. Introduction to HubSpot CRM
Overview of HubSpot (0.5 hours)
- Objective: Understand the overall capabilities of HubSpot CRM.
- Topics Covered:
- Key features and benefits of HubSpot CRM.
- Activities:
- Watch an introductory video on HubSpot CRM.
User Interface Tour (0.5 hours)
- Objective: Familiarize users with the HubSpot interface.
- Topics Covered:
- Main navigation menu.
- Dashboard layout and components.
- Activities:
- Interactive walkthrough of the HubSpot interface.
2. Basic CRM Concepts
Contacts, Companies, and Deals (0.5 hours)
- Objective: Understand core CRM objects and their relationships.
- Topics Covered:
- Definition and purpose of Contacts, Companies, and Deals.
- Activities:
- Create sample contacts, companies, and deals.
3. Setting Up and Customizing Your HubSpot CRM
Profile and Preferences (0.5 hours)
- Objective: Set up user profiles and preferences.
- Topics Covered:
- Updating personal information.
- Setting notification preferences.
- Activities:
- Update your user profile.
Talk to an Expert
4. Importing Data
Data Import Basics (0.5 hours)
- Objective: Learn how to import data into HubSpot.
- Topics Covered:
- Preparing data for import.
- Using the HubSpot import tool.
- Activities:
- Prepare a CSV file for import and import contacts using the HubSpot import tool.
5. Contact and Company Management
Creating and Managing Contacts (0.5 hours)
- Objective: Effectively manage contact records.
- Topics Covered:
- Adding new contacts.
- Editing contact details.
- Activities:
- Add and edit contact records.
6. Deal and Sales Pipeline Management
Creating Deals (0.5 hours)
- Objective: Manage deals effectively.
- Topics Covered:
- Adding new deals.
- Activities:
- Create and update deal records.
7. Task and Activity Management
Tasks and To-Dos (0.5 hours)
- Objective: Manage tasks effectively.
- Topics Covered:
- Creating tasks.
- Activities:
- Create and assign tasks.
8. Email and Communication Tools
HubSpot Email Integration (0.5 hours)
- Objective: Integrate email with HubSpot.
- Topics Covered:
- Connecting email accounts.
- Activities:
- Connect an email account.
9. Reporting and Analytics
Dashboard Overview (0.5 hours)
- Objective: Understand HubSpot dashboards.
- Topics Covered:
- Dashboard components.
- Activities:
- Create and customize a dashboard.
10. Q&A and Support
Live Q&A Session (0.5 hours)
- Objective: Address user questions.
- Topics Covered:
- Open Q&A session.
- Activities:
- Participate in a live Q&A session.
Total Estimated Training Time: 6 hours
This abbreviated training agenda covers the essential elements of HubSpot CRM, providing new users with a solid foundation to start using the platform effectively.