Your Sales Hub Reference Guide

1. Calendar, Phone, Email & Zoom Connection

• Use HubSpot's calendar sync with Google Calendar or Outlook Calendar
• Set up calling
• Make calls
• Calling | Frequently Asked Questions
• Connect your personal email
• Manually log a call, note, email, or meeting on a record
• Use sales tools in the HubSpot Sales Chrome extension
• Link your individual Zoom account
• Set up user notifications in HubSpot

2. Meetings

• Manage meetings tool settings
• Schedule a meeting with a contact in a record
• Share scheduling pages
• Send proposed meeting times in an email
• Create and use call and meeting types

3. Tasks

• Create tasks
• Use task queues
• Edit and complete tasks
• Sync tasks to your Google or Outlook Calendar

4. Deals

• Set up and customize your deal pipelines and deal stages
• Customizing the ‘Create a deal’ form
• Creating a deal
• HubSpot’s default deal properties
• Creating and editing deal properties
• Create deals
• Move a deal from one pipeline to another

5. Contacts

• Creating a contact
• HubSpot’s default properties
• Creating and editing a contact property
• Use lifecycle stages
• Customizing the ‘Create a contact’ form

6. Companies

• Creating a company
• Property field types in HubSpot
• HubSpot’s default company properties
• Creating and editing a company property
• Sync lifecycle stages
• Customizing the ‘Create a company’ form

7. Snippets

• Create and use snippets
• Add personalization tokens to a template or snippet

8. Templates

• Create and send sales templates
• Add personalization tokens to a template or snippet

9. Target Accounts

• A guide to the target accounts index page
• Set up account-based marketing in HubSpot

10. Sequences

• Create and edit sequences
• Enroll contacts in a sequence
• Manage the contacts enrolled in your sequence
• Unenroll contacts from a sequence

11. Workflows

• Create a workflow for contacts enrolled in sequences
• Create workflows
• Set your workflow enrollment triggers
• Choose your workflow actions
• Workflows | Frequently Asked Questions

12. Mobile App

• Install the HubSpot mobile app
• Work with records in the HubSpot mobile app
• Review calls on the HubSpot mobile app
• Use tasks in the HubSpot mobile app

13. Reports & Dashboards

• Create sales reports with the sales analytics tool
• Analyze your sales content with the sales content analytics tool
• Use a report from the report library
• Create multi-touch deal create attribution reports
• Create and manage your dashboards
• Customize your dashboard
• Email or export reports and dashboards

HubSpot Academy: Sales Hub

Short lessons if you'd rather watch than read.

• Set up your HubSpot CRM for growth
• Setting up your HubSpot Account
• Managing your business data in HubSpot
• Customizing views and records for your team
• Managing properties in HubSpot
• Understanding the Sales Hub starter tools
• Understanding activities in the HubSpot CRM
• Simplifying your appointments with meetings
• Designing your sales process in HubSpot