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Learning HubSpot CRM

سرفصل های دوره

Your success in sales depends on your ability to manage multiple customers, conversations, and activities. HubSpot is a powerful CRM that is designed to work seamlessly with the HubSpot sales, customer service, and marketing tools. It can help you sell better, market better, and gain more powerful insights from customer interactions. This course dives into the basics of using HubSpot CRM, and examines how to streamline the sales process with the management and automation tools. Learn how to connect HubSpot CRM to your email, create new contacts and deals, and use the full-featured dashboards and reports to understand the performance of your pipeline. Plus, discover how to use the meetings and document management tools to collaborate with customers and create more valuable, long-lasting engagements.


01 - Introduction
  • 01 - Manage customer relationships for free with HubSpot CRM
  • 02 - What you need to know

  • 02 - 1. Get Started with HubSpot CRM
  • 01 - What is CRM
  • 02 - What HubSpot has to offer
  • 03 - Launch the free HubSpot CRM
  • 04 - Set language and region settings
  • 05 - Connect your inbox to HubSpot

  • 03 - 2. Create Contacts, Companies, and Deals
  • 01 - Create contacts manually
  • 02 - Import contacts
  • 03 - Edit contact information
  • 04 - Add and edit companies
  • 05 - Adding new deals
  • 06 - Updating deals
  • 07 - Work with tasks

  • 04 - 3. Track and Report
  • 01 - Get to know the sales dashboard
  • 02 - Work with reports
  • 03 - Create and use snippets
  • 04 - Work with email templates
  • 05 - Make calls with the calling tool
  • 06 - Work with the meetings tool
  • 07 - Add and manage documents

  • 05 - Conclusion
  • 01 - Whats next
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    تاریخ انتشار: 12 تیر 1402
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