- Help Install HubSpot Sales extension for Chrome
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Install HubSpot Sales extension for Outlook if you use Outlook on a PC (optional)
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Show How to connect your email inbox to HubSpot
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Help Create a meetings link
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Help add a meetings link to your sales process/emails (optional)
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Show How to Set-up your email templates
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Show How to Set-up snippets
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Show how to automate your prospect outreach with Sequences
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Help upload your sales documents
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Help Enable calling (optional)
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Learn how to prospect from website visitors
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Show how to use Tasks
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Help create Deal Pipeline & Deal Stages
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Help create initial deal based workflows/automation (optional)
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Help set-up Sales Dashboard/Reports