HubSpot Sales Starter 2025 – CRM Setup for Beginners

Name: HubSpot Sales Starter 2025 – CRM Setup for Beginners
Rating: 4.5 (16 reviews)

HubSpot CRM

Created byBusinessWeb HubSpot Elite Partner

Last updated 6/2025

English

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.

Course content

5 sections • 22 lectures • 2h 5m total length

What will you find in this course?2:29
In this introductory lesson, you will discover who this course is designed for, what topics we will cover, and how it will help you implement HubSpot Sales Hub Starter.
HubSpot CRM Checklist0:17

Setting Up Notifications and Basic Account Settings5:23
Customize your account settings and notifications to stay updated and organized in HubSpot.
Managing Contacts and Companies8:13
Learn the best practices for creating, editing, and managing your contacts and companies in the HubSpot CRM.
Creating and managing your own properties in HubSpot7:42
Learn how to create and manage custom properties in HubSpot to capture the exact information you need for contacts, companies, and deals. Tailor HubSpot to your company and your sales process.
Using Views and Filters to Organize Data7:38
Discover how to create custom views and use filters to organize and prioritize your leads and clients.
Setting Up and Managing the Sales Pipeline9:57
Design and configure your sales pipeline stages to match your unique sales process and manage deals effectively.
Setting Up and Using Shared Inbox5:21
Learn how to configure and use the HubSpot Shared Inbox to manage incoming communications as a team.

Sending Emails in HubSpot4:29
Master how to send one-to-one emails directly from HubSpot. Learn how to use email tools in your communication with clients.
Creating and Using Email Templates6:38
Save time by building reusable email templates for your sales outreach and follow-up communication.
Using Snippets for Faster Communication2:04
Utilize snippets to quickly insert frequently used phrases or answers during conversations and emails.
Using Documents in HubSpot for Sales3:30
Upload, share, and track documents to support your sales process and analyze client engagement with your materials.
Managing Tasks and Notes6:59
Organize your daily work by creating tasks and notes to follow up and track your interactions with prospects.
Creating and Sending Sales Quotes4:29
Learn how to create professional sales quotes from deals in pipeline. Take your offers to a higher level with HubSpot Quotes.
Calling from HubSpot and Tracking Calls6:08
Understand how to initiate calls from HubSpot, log call outcomes, and track your communication history.
Using the HubSpot Mobile App for Sales7:15
Access and manage your CRM data, tasks, and communication using the HubSpot Mobile App. Get access to your data straight from your phone!

Creating Dashboards for Sales6:17
Learn how to create and edit dashboards to visualize your sales performance. Manage your HubSpot reports.
Building and Customizing Sales Reports6:35
Master using available sales reports to track activities, revenue, and pipeline progression in HubSpot.
Sales Goals for your team6:14
Learn how to create and keep track of revenue goals for your team. Visualize your sales team performance in achieving KPIs.

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 progress

Get started now and build a sales system that really works!

Who this course is for:

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.

HubSpot Sales Starter 2025 – CRM Setup for Beginners

What you'll learn

Explore related topics

Course content

Introduction2 lectures • 3min

Set Up Your HubSpot Environment3 lectures • 17min

HubSpot CRM Essentials6 lectures • 44min

Work Smarter with HubSpot Tools8 lectures • 42min

Track, Report & Improve3 lectures • 19min

Requirements

Description

Who this course is for: