Follow these steps to set-up your basic HubSpot Profile in advance of HubSpot Training to ensure that you can make the most of HubSpot.
- Update your profile; Avatar, Language, Date & Number format, Phone number (including verification) and Signature
- Connect your email inbox and install the HubSpot Sales add-in for your email provider - instructions here
- Add any emails/domains that you never want to log (e.g. bank manager, HR, other personal) via the Log emails in CRM settings in HubSpot
- Add the following emails to your Email Contacts:
- Connect and set-up your meetings link - instructions here
- Register for Vidyard by following these instructions
HubSpot Article: Getting Started with HubSpot