This checklist includes the basic steps to set-up your HubSpot portal, connect your applications and start to familiarize yourself with the key features of the CRM.
Getting Started on HubSpot
- Log-in to HubSpot using the HubSpot Link sent to your email
- Set your profile picture
- Add your phone number and hit save
- Set your email signature
- Set your notifications - we recommend leaving email notifications on to start with
- Set any required security settings up (check with your IT provider or internal policies)
Connecting your inbox
- Follow these instructions to connect your personal email inbox
- Connect the HubSpot Sales Extension for email
- Familiarize yourself with the Templates, Snippets, Sequences & Documents set up for your team.
Create your Meeting Link
- Set up your Meeting Link
Contacts & Filters
- Familiarize yourself with the Contact View by selecting a contact
-
- Note the properties that appear on the left pane
- Find the View all Properties button
- Practice filtering and sorting the activity timeline within the contact
- Notice what appears on the right pane
-
- Familiarize yourself with saved filters for your team
- Familiarize yourself with the Activity Feed
- Repeat for companies noticing how similar the two are
Tasks
- Familiarize yourself with tasks
-
- Practice filtering by type, priority and date
- View the task
- Note the queue feature for tasks
-
Dashboards:
- Familiarize yourself with Dashboards
-
- Practice filtering dashboard by date range
- Select another dashboard from drop-down menu
- Set your preferred dashboard as your default dashboard
-
Deals:
- Familiarize yourself with deals
-
- Practice changing the pipeline
- Familiarize yourself with the deal stages
- Practice selecting a filter from saved filters
-
Notification Center:
- Notice the notification center and how activity and notifications appear