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HubSpot

HubSpot
- Get Started
- CRM
- Sales
- Email/Sequences
- Deals
Sales Tools
- LinkedIn Sales Navigator
- BenefitFlow

HubSpot

This category covers HubSpot.

Get Started

Contact Data Rules
Deals Data Rules
Change Profile Picture
Company Data Rules
Type Definitions
Logging into Hubspot
Changing/Updating Contact Properties

CRM

Filter Brokers by State or other values
Assigning Company Types
Archiving/Deleting Contacts
Manually log a call, note, email, or meeting on a record
Create Saved Views/Lists of Contacts

Sales

Utilizing Hubspot Sales Tools
Receive a Summary of Your Tasks
Associating Companies
60+ Day No-Call List and 30+ Day VM/NA
Create Tasks
Filter Tasks
Reconnect Outlook to HubSpot

Email/Sequences

Download and Send Files From Teams
Track and log emails with Hubspot Sales Outlook Desktop add-in
Making Sure Outlook & Hubspot Are Logging/Tracking Properly
Edit Meeting in Town Template
In-Line / Quick Editing Contacts
Sending a Sequence or Enroll Contacts in a Sequence
Dynamic Sequences ('Drip Campaigns')

Deals

Create Deals
View/Edit a Deal Record

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