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This video covers the ins and outs of the platform, showing you what features exist inside of HubSpot, how you might use those, how easy it is for your team, and more.
In this video we’ll cover:
- An overview of HubSpot CRM
- Demo the HubSpot tools and features
- The 4 types of objects a CRM is based around
- How to track all activity and manage communication in a CRM like HubSpot
- HubSpot marketing and sales features like email templates and deals stages
- Just how easy it is to use HubSpot even if you've never used it before!
00:00 Introduction
00:49 How HubSpot Stores Information
02:48 Activity Types
04:11 Contacts Tab
06:58 List vs Saved View
08:00 Conversations Tab
08:54 Chatflows
09:45 Templates & Snippets
11:05 Marketing Tab
12:09 Marketing Email
13:59 Landing Pages
14:39 Social Media & Website
16:07 Campaigns
16:25 Files & Templates
16:59 Forms
18:19 Sales Tab
19:39 Forecast & Tasks
21:50 Documents & Meetings
23:24 Quotes
24:03 Service Tab
25:33 Automation Tab
26:35 Reports Tab
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📚ADDITIONAL RESOURCES:
Get the free HubSpot Hacks Newsletter: hubs.ly/Q016Xfn-0
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🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is the unofficial weekly KZfaq series hosted by the HubSpot consultants at SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
Hosted by:
🙍🏼‍♀️Ali Schwanke ( / alischwanke )
🙎🏼‍♂️ Tyler Sprunk ( / getsprunk )
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💬QUESTIONS OR FEEDBACK?
Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social!
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DISCLAIMER:
This channel and content are independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.
The content, information, data and contact and company details shared in this video are fake and for demo purposes only. No public personal information has been shared as a result of this video.
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