SkillUp from Arissa India – LMS

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Enrolled: 1157 students
Duration: 10 hours
Lectures: 105
Video: 0 hours
Level: Beginner

HubSpot CRM database allows you to manage customer interactions and provides insights into the organization. The CRM manager inputs data, organizes it, nurtures relationships, and uses automation features to engage leads. The CRM manager creates personalized communication and tailors interactions to build engagement. Analytics provide real-time feedback on campaign performance.

The ultimate goal is data analysis and interpretation, allowing strategic planning and decision-making. The CRM database evolves with each customer interaction, ensuring a harmonious relationship between the organization and its clientele.

Main Features

  1. View and set up notifications on the activity feed.
  2. Supervise tasks and deals.
  3. Administrate contacts properties.
  4. Create, edit and handle company records using HubSpot CRM.
  5. Create and import records.
  6. Customize, associate records.

Chapter 1: Activity feed

1
Set up lead revisit notifications
2
Set up user notifications in HubSpot
3
View your sales notifications in the activity feed

Chapter 2 : Companies

1
A guide to the target accounts index page
2
Add a parent or child company to an existing company record
3
Add additional domain names to a company record
4
Associate activities with records
5
Associate records
6
Automatically create and associate companies with contacts
7
Bulk edit records
8
Change or remove a record's image
9
Create companies
10
Customize the create record form for each object
11
Customize the middle column of records
12
Delete CRM records
13
Edit, delete, or comment on an activity
14
HubSpot Insights on company information
15
HubSpot's default company properties
16
Import records and activities
17
Pin an activity on a record
18
Restore deleted records
19
Set up your import files
20
Sync ownership between contacts and companies
21
View and analyze past imports
22
View and edit individual records
23
View and edit records in the HubSpot mobile app
24
View and filter records on an object index page

Chapter 3: Contacts

1
Add an email signature in the CRM
2
Add and remove attachments from records
3
Add multiple email addresses to a contact
4
Check if a contact opted out of all communication
5
Create and edit personas
6
Create contacts