HubSpot Process
FUSE SPECIALTY APPLIANCES
HUBSPOT PROCESS
HOW TO CREATE A CONTACT
HOW TO CREATE A DEAL
HOW TO ADD TASKS & NOTES
HOW TO INTEGRATE HUBSPOT & OUTLOOK
HOW TO CREATE AND SEND SALES TEMPLATES
HOW TO CREATE AND EDIT SEQUENCES
HOW TO CREATE A MARKETING EMAIL
HOW TO EDIT A MARKETING EMAIL
HUBSPOT PROCESS
HOW TO SEND A MARKETING EMAIL
HOW TO CREATE CONTACT LISTS
HOW TO ADD TASKS & NOTES
HOW TO INTEGRATE HUBSPOT & OUTLOOK
AFTER ORDER PLACED - PINNED NOTES & WHAT SHOULD IT STATE
HOW TO CREATE, EDIT, AND CHECK YOUR TASKS
HUBSPOT SALES TRAINING ACADEMY
ADDTIONAL HUBSPOT TRAINING VIDEOS
HUBSPOT
PROTOCOLS Keep organized with all deals, contacts, and quotes Deal stages, customer types, etc. Always make sure the contact or company is not already assigned to an existing manager Email client through HubSpot to define details about their quote (make sure to notify the client to check spam or junk mail just in case) Ask questions when needed by using the @ within Hubspot notes or comments Check your tasks each day to make sure you are staying on top of your responsiblies. IF IT IS NOT IN HUBSPOT IT DID NOT HAPPEN
FUSE HUBSPOT
PROCESS