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Hubspot Free CRM Sales Tools: A Beginners Guide to Boost Productivity, Close More Deals 1 год назад


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Hubspot Free CRM Sales Tools: A Beginners Guide to Boost Productivity, Close More Deals

In this video, you'll learn how to use Hubspot Free CRM to supercharge your sales productivity and close more deals. Here are some more details about each of the walkthroughs included in the video: The Contact Record: In this section of the video, you'll learn how to use the contact record in Hubspot Free CRM to manage your customer data more effectively. I will show you how to add, edit, and delete contacts, as well as how to use custom properties to capture specific information about your leads and customers. The Deal Board: In this section, you'll learn how to use the deal board in Hubspot Free CRM to manage your sales pipeline and track deals as they progress through different stages. I will show you how to create new deals, move them through the pipeline, and update them with important information like deal size and expected close date. Templates: In this section, you'll learn how to use templates in Hubspot Free CRM to save time and improve the consistency of your outreach efforts. I will show you how to create and customize email templates, as well as how to use them to send targeted messages to your leads and customers. Meeting Scheduler: In this section, you'll learn how to use the meeting scheduler in Hubspot Free CRM to simplify your scheduling and ensure you never miss a sales opportunity. I will show you how to set up your availability, send meeting invites, and track your scheduled meetings. Documents: In this section, you'll learn how to use documents in Hubspot Free CRM to manage your sales collateral and share it with your leads and customers. I will show you how to upload and organize your documents, as well as how to track when your leads and customers open them. Quotes: In this section, you'll learn how to use quotes in Hubspot Free CRM to create and send professional-looking quotes to your leads and customers. I will show you how to create quote templates, add line items, and send quotes to your leads and customers.

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