The following course outline is broken into an easy steps to answer all your questions and you can also ask questions on each page in the comments sections.
HubSpot CRM Setup Course Outline
- Lesson 1 - Sign-up for your HubSpot CRM account
- Lesson 2 - Add a Contact Record in HubSpot CRM
- Lesson 3 - Add a Company Record in HubSpot CRM
- Lesson 4 - How to Create A Deal in HubSpot CRM
- Lesson 5 - How to Customize Setting in HubSpot CRM
Pro Tip: Before starting we recommend you watch the video "What is HubSpot CRM" to get an overview of how the software works here.
Lession 1 - Sign-up for your HubSpot CRM account
Step 1: Go to the HubSpot website and click on the "Get started Free" button here. Remember to use the same email address that you use for everyday business. While you do not need to enter your website address, we recommend that you do as it will make easy later on for you to track customers.
Step 2: Enter your email address and website url
Well done and welcome to HubSpot CRM, now it time to learn how the software works...