HubSpot for Economic Developers
HubSpot video training course for economic developers from Convergence, LLC.
Follow these steps to get Started with HubSpot.
CRM - General Navigation for Everyone
FREE PREVIEWAdvanced Navigation - walkthrough of all menu items
Individual Settings - Easy and Important.. everyone must do this.
Connect Outlook to HubSpot
Connect Outlook Calendar to HubSpot
Connect Gmail and use the "HubSpot Extension or Plug-in"
Create your meeting link- do this AFTER you connect your calendar to Outlook or Google.
Add and Modify Records
Custom Views of Data
Create Custom Views of your Data in HubSpot
Your Marketing Lists
Working with Parent and Child Companies
Snippets
HubSpot - email templates
HubSpot documents - way better than attachmetns
Alerts and Notifications - How do you want HubSpot to notify you when certain events take place?
Set up HubSpot Calling
Training Session 1: Navigation, Create Records, Make Notes, Upload a Document and Getting Help
Training Session 2: Activities (applies to all CRM records)
Training Session 3: Tickets for Annual BRE meetings & Assists
Training Session 4: Deals - Economic Development Projects
Training Session 5: The Activity Feed, Analytics and Insights
Training Session 6a. Outlook and HubSpot
Training Session 6b. G-Mail and HubSpot
HubSpot Beta's - explore and Opt In