HubSpot for Economic Developers: Online Training

Follow these steps to get Started with HubSpot.

    1. CRM - General Navigation for Everyone

      FREE PREVIEW

    2. Advanced Navigation - walkthrough of all menu items

    3. Individual Settings - Easy and Important.. everyone must do this.

    4. Connect Outlook to HubSpot

    5. Connect Outlook Calendar to HubSpot

    6. Connect Gmail and use the "HubSpot Extension or Plug-in"

    7. Create your meeting link- do this AFTER you connect your calendar to Outlook or Google.

    8. Add and Modify Records

    9. Custom Views of Data

    10. Create Custom Views of your Data in HubSpot

    11. Your Marketing Lists

    12. Working with Parent and Child Companies

    13. Snippets

    14. HubSpot - email templates

    15. HubSpot documents - way better than attachmetns

    16. Alerts and Notifications - How do you want HubSpot to notify you when certain events take place?

    17. Set up HubSpot Calling

    1. Training Session 1: Navigation, Create Records, Make Notes, Upload a Document and Getting Help

    2. Training Session 2: Activities (applies to all CRM records)

    3. Training Session 3: Tickets for Annual BRE meetings & Assists

    4. Training Session 4: Deals - Economic Development Projects

    5. Training Session 5: The Activity Feed, Analytics and Insights

    6. Training Session 6a. Outlook and HubSpot

    7. Training Session 6b. G-Mail and HubSpot

    1. HubSpot Beta's - explore and Opt In

Video Tutorials

  • $399.00
  • 25 lessons
  • Watch our short videos and get started with HubSpot.

Instructor

Tom Wengler

Founder and Managing Partner

Tom Wengler is the founder of Convergence, a HubSpot Partner.