Hubspot Sales Starter 2025 – Crm Setup For Beginners

HubSpot CRM

What you'll learn

Set up your email and calendar in HubSpot to track conversations and schedule meetings easily.

Connect your phone to HubSpot and start logging and tracking sales calls directly from the CRM.

Customize your CRM with pipelines and informations that match your real sales process.

Organize your contacts and companies data with custom properties and smart filters.

Learn how to save time with email templates, personalized snippets, and shared sales documents.

Stay on top of tasks, follow-ups, and notes to manage your client relationships effectively

Create dashboards to monitor sales performance and visualize pipeline health.

Learn how to use HubSpot’s reporting tools to track revenue, team activity, and sales performance.

Requirements

No previous experience with HubSpot or any other CRM is required.

You do not need to be a programmer or have an IT background.

A working computer, internet access, and basic digital skills are enough.

You must already have access to a working HubSpot account (HubSpot Free or HubSpot Starter).

Description

Learn how to fully implement HubSpot Sales Hub Starter and build a powerful CRM for your sales team — without expensive consultants or wasted time.In this hands-on course, designed by an Elite HubSpot Partner, you will go step-by-step through the essential setup of HubSpot CRM for sales: from connecting your email and calendar, managing contacts and companies, building your sales pipeline, to sending professional quotes and tracking your sales performance.We use cutting-edge AI avatar technology to deliver knowledge faster, clearer, and more engaging than traditional courses. Thanks to this innovation, you learn exactly what you need without spending dozens of hours on unnecessary details.In less than 3 hours, you will build your working CRM system in HubSpot Sales Hub Starter — ready to manage your leads, automate your follow-ups, and close more deals.Forget theory. This is a complete sales implementation course. Practical, fast, and focused 100% on your sales success.By the end of the course, you will have:• A fully configured HubSpot CRM for your sales team• An organized sales pipeline tailored to your process• Templates, snippets, and quotes ready to speed up your deals• Clear dashboards and reports to measure your progressGet started now and build a sales system that really works!

Overview

Section 1: Introduction

Lecture 1 What will you find in this course?

Lecture 2 HubSpot CRM Checklist

Section 2: Set Up Your HubSpot Environment

Lecture 3 Connecting Your personal Email to HubSpot

Lecture 4 Connecting and managing Calendars in HubSpot

Lecture 5 Connecting Your phone for calling with HubSpot

Section 3: HubSpot CRM Essentials

Lecture 6 Setting Up Notifications and Basic Account Settings

Lecture 7 Managing Contacts and Companies

Lecture 8 Creating and managing your own properties in HubSpot

Lecture 9 Using Views and Filters to Organize Data

Lecture 10 Setting Up and Managing the Sales Pipeline

Lecture 11 Setting Up and Using Shared Inbox

Section 4: Work Smarter with HubSpot Tools

Lecture 12 Sending Emails in HubSpot

Lecture 13 Creating and Using Email Templates

Lecture 14 Using Snippets for Faster Communication

Lecture 15 Using Documents in HubSpot for Sales

Lecture 16 Managing Tasks and Notes

Lecture 17 Creating and Sending Sales Quotes

Lecture 18 Calling from HubSpot and Tracking Calls

Lecture 19 Using the HubSpot Mobile App for Sales

Section 5: Track, Report & Improve

Lecture 20 Creating Dashboards for Sales

Lecture 21 Building and Customizing Sales Reports

Lecture 22 Sales Goals for your team

This course is perfect for business owners and team managers who want to implement HubSpot Sales Starter in their company and build a structured sales process from day one.,New hires who just joined a company that uses HubSpot and need a fast, effective onboarding experience.,Sales and customer support managers looking to train new team members without spending days on onboarding.,Job seekers applying to companies that use HubSpot and want to demonstrate practical CRM knowledge.,Freelancers and consultants who want to better support clients using HubSpot.