First, set up your Hubspot account:
Second, install Hubspot Sales extension and connect your inbox:
Get started with your CRM.
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Import contacts, companies, deals, notes, tasks and products
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Set up and customize your deal pipelines and deal stages
Get started with your marketing tools.
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Create Lead forms and pop-up forms
And also:
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Use non-HubSpot forms
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Create and analyze Facebook lead ads in HubSpot
Get started with your sales tools.
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Use sales email templates
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Use meetings, calling tool and conversational bot
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Use documents
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Create email sequences
Monitor Systems and Data.
What information is most relevant to a company will change as the business scales overtime. For a CRM to remain useful processes and data cleanliness should be evaluated annually.
