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Hubspot

Hubspot

by Kevin Fabris

July 6, 2022

About Hubspot

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Module Content

Hubspot

17 Lessons

Lesson 1: Setting Up Your HubSpot Login

Lesson 2: Setting Up Your Contacts Tabs

Lesson 3: Customizing Your Meeting Link and Setting Your Availability

Lesson 4: Workflow #1 - LEADS tab

Lesson 5: How to send a text or make a call

Lesson 6: How to send and email

Lesson 7: How to make notes or set a task

Lesson 8: Workflow #2 - IN CONTACT WITH tab

Lesson 9: Workflow - From Tasks Section (Additional Option for IN CONTACT WITH, YOUR CLIENTS)

Lesson 10: Workflow #3 - YOUR CLIENTS tab

Lesson 11: Process for self generated reorders

Lesson 12: How to book and appointment

Lesson 13: How to RBK a Booked or Lost appointment

Lesson 14: How to record a lost appointment

Lesson 15: How to record a Sale

Lesson 16: How to create a contact for Own Lead source

Lesson 17: Quiz : Hubspot

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