A basic overview designed to help sales employees leverage all of HubSpot’s productivity tools to streamline their outreach, reduce friction and work more efficiently.
Before you start using all the sales tools, it’s important to complete a series of onboarding tasks. We’ve listed those key tasks for both sales managers/admins and sales users below. Depending on your business and how you will use HubSpot, there may be additional tasks required before you’re fully prepared to use HubSpot as intended. The Gist can help you both identify and execute those key onboarding tasks.
Basic User Setup Checklist: