Hubspot Inbound Lead (Responder)   Follow-Up

Hubspot Responder Calling

Training held 5/13/2022. Outline of topics and processes covered:

• Getting started:
  • Receive link invitation from PM and go to settings (gear icon)
  • Set up user credentials/profile (Profile tab)
    • Add profile image and fill all your information
    • Choosing a default page, contacts page preferred
  • Set up Email (Email tab)
    • Connect email with Office 365 to turn on inbox automation
    • Configure Email signature
  • Set up HubSpot calling (Calling tab)
    • Add personal phone number
  • The Tasks tab has a tool that can set reminders through HubSpot
  • Accessing contact records on the Contacts page
    • Open a contact more for details
      • Edit life cycle stage (status)
      • Copy & paste contact’s LinkedIn profile URL
    • Activity tab shows all traffic history
    • Search activity using search bar
    • Companies section shows which company the contact is associated with
      • Company record pulls up all data of the company
      • Orange task bubbles under contact name gives easy access contact options for phone calls and emails through the browser
    • Use global search feature to search any keyword to access what is needed

Hubspot Inbound Lead (Responder) Follow-Up

Training held 10/27/2020

• Hubspot Lead Stage acronyms and definitions
• Responder types, notifications, actions for BDTM
• Overview of the Hubspot CRM Dashboard, Contacts, Views
• Viewing, managing, and updating contacts