CRMCRAFT HS SETUP: TEMP

Your CRM Guide (COMPANY)

crmcraft

Lesson 4: Managing deal properties

Lesson 3: Managing your pipeline

Lesson 2: Logging tasks/calls/meetings + more

Lesson 5: Syncing your Gmail & Outlook Accounts

Lesson 1: Creating contacts, companies and deals

Index

An overview of your Hubspot Setup

An overview of your Hubspot Setup

Here is a video tutorial of how to create these elements on Hubspot

Contacts, Companies and Deals what does each element mean? Contacts: Any person who interacts with your business can be saved as a contact in HubSpot. Examples of contacts include visitors that convert on a form, visitors who contact your chat team, or potential customers that your team met during an event.Companies: In HubSpot, companies store information about the organisations that interact with your business. The companies endpoints allow you to manage create and manage company records, as well as sync company data between HubSpot and other systems.Deals: In HubSpot, a deal represents an ongoing transaction that a sales team is pursuing with a contact or company. It's tracked through pipeline stages until won or lost. Deals, along with companies, contacts, tickets, line items, products, and quotes, are an object in the HubSpot CRM.

Lesson 1: Creating contacts, companies and deals

Here is a video tutorial of how to log tasks/calls/meetings

Tasks, calls and meetings what does each element mean? Tasks: You can create tasks as reminders associated with specific records. This could be for follow-ups, sending proposals etc.Calls: You can log calls as an activity type on contacts, organisations and deals. Within this you can add a description of it.Meetings: You can log meetings as an activity type on contacts, organisatons and deals. Exactly like calls.+ notes, whatsapp messages and more.

Lesson 2: Logging tasks/calls/meetings + more

Here is a video tutorial of how to manage your pipeline

Your pipeline, let's manage it.Deal Stages: In your pipeline you will have different stages. Each stage represents an element of the sales cycle, each stage will have it's own close probability which allows us to forecast how much pipeline will close.Weighted Amount: This amount returns the multiplication of the amount x the probability of the deal closing where Deal Probability is set in the Deal Lifecycle stage.Deal Properties: Deal properties are used to store specific information for your deal records. HubSpot has several default properties, but you can also create custom properties to store any data you need for your deals. Deal properties can also be used to filter deals that show up in your view when viewing your records in HubSpot.

Lesson 3: Managing your pipeline

Here is a video tutorial of how to manage deal properties

How to manage your deal properties

• Add, edit, or delete deal stages in a pipeline
• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to Objects > Deals.
• Click the Pipelines tab.
• Click the Select a pipeline dropdown menu, then select the pipeline to edit.

• Under the existing deal stages, click + Add stage.
• Enter a deal stage name
• Click the dropdown menu in the Deal probability column
• Select or enter a probability.

Lesson 4: Managing deal properties

Here is a instructions of how to sync your Hubspot and Outlook Account.

> Download the Hubspot Add-On for Outlook

> Download the Hubspot Add-On for Gmail

Here is a instructions of how to sync your Hubspot and Gmail Account.

Syncing your email to Hubspot

• Click settings (the cog in the top right-hand corner)
• Click integrations.
• Click email integrations.
• Click connect an inbox.
• Select Gmail/Outlook from the list of email providers.
• Follow the instructions and choose the appropriate inbox.

Lesson 5: Syncing your Gmail & Outlook Accounts