What would an abbreviated "Just the Basics" training agenda for HubSpot CRM encompass?

HubSpot CRM "Just the Basics" Training

HubSpot-Training-AgendaAbbreviated "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.

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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.

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