HubSpot CRM

Contacts, properties & lists

• Intro | Why contacts are important
• Lesson 1 | Creating properties
• Lesson 2 | Contacts
• Lesson 3 | Lists

Contacts

• How do I merge a contact?
• How do I merge duplicate companies in the HubSpot CRM?
• How do I add a new contact to HubSpot?
• How do I create saved filters in contacts?

Calendar

• How do I integrate Office 365 calendar with the HubSpot CRM?
• How do I integrate Google Calendar with the HubSpot CRM?

Email & integrations

• How do I integrate Office 365 email and the HubSpot CRM?
• How do I integrate Gmail and the HubSpot CRM?
• How do I set the default log from Gmail for HubSpot CRM?
• How do I add an HTML signature to HubSpot CRM?

Prospects tool, sequences & templates

• How do I use the prospects tool?
• How do I create and use sequences?
• How do you create email templates and send them?

Deals, documents & sales pipeline

• How do I customise my deal stages and add automation?
• How to use the documents tool in Hubspot
• How do I assign leads and edit their properties?
• How do I create a mandatory field in a sales pipeline?
• How do I create a sales pipeline in the HubSpot CRM?

Snippets

• How do I create a snippet?
• How do I use a snippet?

General settings

• How do I add users to HubSpot?
• How do I set multiple currencies in HubSpot Sales Enterprise?
• How do I change the billing contact in HubSpot?
• How do I enable two-factor authentication in HubSpot CRM?
• How do I customise the language of a HubSpot account?