Post-training exercise

Your first steps in HubSpot!

Link to HubSpot knowledge base

To familiarize yourself with the platform and put into practice what you learned during your first training workshop, here is a list of some basic actions to perform in HubSpot :

• Contacts & companies : 
  • Create a company by minimally completing the domain name and company name properties. 

➡️ How to create a company ?

• Create a contact by minimally completing the e-mail, first and last name properties.  

➡️ How to create a contact ?

• Link an existing contact to an existing company. 
• Create a contact from a company file. 

➡️ How to combine information sheets ?

• E-mail : 
  • Send an e-mail from HubSpot to a member of your team, and record the e-mail in your contact and company files. 
  • Send an e-mail from Outlook to a member of your team, record this e-mail in the contact and company files.

➡️ How to send or respond to an e-mail ? 

• Note : 
  • Create a note about a contact or a company. 
  • Mentioning a colleague in a note. 

➡️ How to mention someone on HubSpot ? 

• Task : 
  • Create a task from a contact or company file or from the task tool. 
  • Assign a task to a colleague. 

➡️ How to use the tasks? 

• Meetings & Calls : 
  • Record a meeting or call on a contact or company card. 
  • Create a meeting with a member of your team in the Outlook calendar and check that it is recorded in the contact and company files.