Course Outline


HubSpot, Inbound Marketing, and Sales

  • Services and products used in HubSpot

What is CRM?

  • Current vs potential customers
  • Customer history

Getting Familiar with HubSpot CRM

  • Connecting an inbox email with HubSpot CRM
  • Navigating the dashboard structure
  • Navigating the category section and options

Tools in HubSpot CRM

  • Sampling HubSpot sales tools
  • Sampling HubSpot marketing tools
  • Sampling HubSpot service tools
  • Sampling HubSpot calling tools

Structuring in HubSpot CRM

  • Developing a workflow
  • Customizing a dashboard
  • Creating a list and report
  • Adding and managing documents
  • Creating and importing contacts

Optimizing workflows in HubSpot CRM

  • Using workflow branching
  • Creating workflow charts

Summary and Conclusion


  • An understanding of sales and marketing


  • Business Analysts
  7 Hours


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