HubSpot CRM: Manage Sales, Marketing & Customers

Create your first contact manually in HubSpot CRM, entering email, name, owner, and life cycle stage, then manage or delete contacts and prepare for future imports.

Import your contacts into HubSpot from Excel, CSV, or text files by uploading a file, mapping headers to HubSpot properties, and managing duplicates and consent during the import.

Learn to edit contact information in a HubSpot CRM account, update single records (phone number field) with the pencil icon, and perform mass edits to assign owners to unassigned contacts.

Learn to add and edit companies in HubSpot, with on-the-fly company creation linked to contacts and easy management of Udemy.com and Unilever associations.

Create deals directly in HubSpot from company, contact, or the deals page, automatically associating them with a company or contact, set stages, enter amount, close date, and add line items.

Update deals in HubSpot by editing the deal name, amount, close date, and stage, using the pencil icon to apply changes and move from presentation schedule to contract.

Create and manage HubSpot tasks with reminders, due dates, time, notes, and attachments. Assign to a contact, deal, or company from the tasks page or on the fly.

Discover a bird’s-eye view of HubSpot CRM activities—contacts, deals, and team activity—via dashboards, with filters to create sales, marketing, services, and CMS dashboards and view deal revenue forecast by stage.

Explore how to customize the HubSpot CRM dashboard by adding, removing, and reordering reports, restoring favorites, and creating custom reports for sales, marketing, and customers.

Create and use snippets in HubSpot CRM to standardize emails and notes, personalizing with tokens like first name and company name to save time.

Learn to create and manage email templates in HubSpot CRM, using library or from-scratch options, with tokens and snippets for personalized, customer-ready messages.

Learn to use HubSpot's call and meeting tools to contact contacts from browser or phone, register with a phone number, and schedule meetings with attendees, date, time, and video conferencing.