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How to Successfully Set Up HubSpot CRM (The Tech Smart Boss Way)
Getting Started
Welcome
Signing Up and Overview

Migrate Existing Data
Importing Contacts
Importing Contacts w/ Custom Properties
Importing Companies w/ Custom Properties
Importing Deals

Configure To Your Business Process
Creating Custom Properties
Configuring Default Property Widgets
Setting up Team Views
Settings Overview
Configure Deal Stages (Coming Soon)

Configure Integrations
Integration Overview (Coming Soon)
Integrations with Zapier (Coming Soon)

Invite Your Sales Team
Adding Your Sales Team

Start To Use
Email Setup and Usage
Getting Started with Tasks
Task Queues
Dashboard Setup
Creating Deals (Coming Soon)

Explore Sales Pro Tools
Notifications (Coming Soon)
Templates (Coming Soon)
Documents (Coming Soon)
Messages (Coming Soon)
Meetings (Coming Soon)

Bonus Material
(Podcast) 5 Essential Features You Must Have In Your Small Business CRM
Custom Property Use Case with Zapier (Coming Soon)
Importing and Syncing with PieSync (Coming Soon)

Signing Up and Overview

The first thing we have to do is get you signed up with your own business account of HubSpot CRM. You may have already signed up for a HubSpot CRM which is great.  The sign-up process is pretty straightforward and the onboarding process for HubSpot can get you to a point of using the software.

In this module, we're going to cover the finer details of how to really make the most of it for your business.  

The video in this module will cover the sign-up and a high-level overview of the onboarding and features of Hubspot CRM.  If you have already signed up and want to skip this module and go to the next that is fine,  we don't start to cover the nitty gritty setup steps until the next module.

Be sure to check out the reference links below the video as well (and you'll see reference links in each module, so always scroll to the bottom of each module).

 

Reference Links

Link to Sign Up for HubSpot CRM - https://app.hubspot.com/signup/sales/join-hubspot

HubSpot CRM Main Website - https://www.hubspot.com/products/crm