Setting Up HubSpot CRM - Online Learning

December 15, 2016
David McMahon

David McMahon

I wrestle with marketing technology so you don't have to. In my spare time, I run a marketing group with 1100+ marketers helping each other to attract new customers and share ideas. You are welcome to connect with me here.
HubSpot CRMSo you’ve decided to use HubSpot CRM. Well in the following online course we will show you how to get started setting up the HubSpot CRM portal. If you wanting any technical support, our certificated staff as happy to help. Request a HubSpot CRM setup call here.

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.


Create your Hubspot CRM Account here 


Step 2: Enter your email address and website url

HubSpot CRM OnlineWell done and welcome to HubSpot CRM, now it time to learn how the software works...


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