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

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.

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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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