Course curriculum

  • 1

    System Integration

    • Email Integration

    • Calendar integration and Meetings Tool - Part 1

    • Calendar integration and Meetings Tool - Part 2

    • GTS and HubSpot Relationship
  • 2

    General HubSpot Management

    • What is HubSpot For

    • What are Companies, Contacts, Deals, and Tickets

    • Searching and Using Filters

    • Working with Saved Views/Filters

    • Creating a Company

    • Creating a Contact

    • Working with deals - the deal pipeline

    • Managing Deals

    • Editing a Company/Contact/Deal

    • Notes, Tasks, Meetings, Emails, and Phone Calls

    • Tickets
  • 3

    Data Management

    • contact and company properties

    • Moving a contact to another company

    • Incomplete and Inaccurate Data

  • 4

    Data Management - Unique Circumstances

    • Companies that use the same domain name across multiple entities

    • Companies without a website

    • Companies that use FB in place of a website

    • Contacts that have multiple email addresses

    • Contacts that work for multiple churches

    • Deleting contacts and companies

  • 5

    Home Office Team (HOT) Procedures on HubSpot

    • Contract Requests

    • Assignment Requests

    • Wealth Screening

    • Proposal Requests

    • Lead Assignment, Part 1

    • Lead Assignment - Part 2

    • Supply Order Requests

  • 6

    Marketing - How to Build & Request a Marketing Email

    • How to Video

    • Setting up a Call to Action

    • Final Tips and Explanation on Corporate Marketing Folder

    • Q&A Time

    • Checklist when building and requesting a Marketing email
  • 7

    Pro Tools

    • Snippets

    • Templates

    • Documents

    • Sequences

    • Integrating all of your communication tools

    • Calling from the CRM

    • Social media integration

    • Social Media Chrome Extension

    • Building a Social Media Dashboard
  • 8

    HubSpot Tips and Tricks

    • Using video in your sales emails

    • Using tasks to manage your sales queue