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HubSpot for Sales Professionals & Teams - Sales Fundamentals

Name: HubSpot for Sales Professionals & Teams - Sales Fundamentals
Rating: 4.5 (458 reviews)

2026 UPDATE - Learn HubSpot Sales Hub, CRM, deals, reporting & AI features with a certified consultant

Role Play

Created byThalita Milan | Marketing Automation & HubSpot expert

Last updated 5/2026

English

What you'll learn

Use HubSpot confidently as a sales professional to manage contacts, companies, deals, and daily sales activities
Track your sales pipeline using HubSpot deals, pipelines, and stages that reflect a real sales process
Communicate with prospects using HubSpot sales emails, templates, snippets, meeting links, and activity tracking
Organize and prioritize sales work using tasks, target accounts, documents, and logged activities
Analyze sales performance using HubSpot reports and dashboards, including deals and pipeline reporting
Understand which HubSpot sales features are paid, when they are worth using, and how sales teams use them in practice

Course content

14 sections • 92 lectures • 8h 47m total length

Create your HubSpot account step by step2:25
Understand what HubSpot is and what it’s used for3:02
READ THIS before you start1:17
Switch to HubSpot’s new theme0:14
A quick note to you on HubSpot updates2:08
What can you expect from this course?3:10
Read this if you've watched the course "HubSpot for Beginners"0:11

Understand the 4 core HubSpot CRM objects9:44
Understanding HubSpot CRM Objects
Navigate the CRM and understand contact profile pages9:04
Understand how HubSpot stores data using Properties7:13
HubSpot properties are data points that store information about contacts, companies, deals, or tickets, such as email, job title, or create date.
Create your own custom HubSpot property11:24
PUT THIS INTO PRACTICE - Update a HubSpot property for a contact
Create HubSpot properties faster using AI3:53
Understand why HubSpot properties matter (and how to use them correctly)1:02
PUT THIS INTO PRACTICE - Create a custom HubSpot property together with me
HubSpot CRM fundamentals – Quick knowledge check
Know the most important HubSpot properties you’ll use daily2:37
Understand the importance of the HubSpot Tracking Code for tracking analytics2:50

Method 1 - Add contacts manually to your HubSpot CRM8:46
Understand GDPR and data privacy inside HubSpot4:04
Understand GDPR and data privacy inside hubspot, focusing on eu consent and us state-level considerations, and how privacy settings enable consent tracking while you determine data collection.
PUT THIS INTO PRACTICE - Manually add an individual contact to HubSpot
Customize contact creation forms to ensure data consistency5:21
Customize the HubSpot contact creation form by adding and arranging fields like country, removing nonessential fields, and enabling conditional logic and associations to link contacts with companies and deals.
PUT THIS INTO PRACTICE - Customize your Contact Creation form
Add company data by creating companies and associations inside HubSpot5:41
Method 2 - Import a list of contacts to HubSpot11:03
Import contact lists into HubSpot by structuring a spreadsheet with separate columns for first name, last name, email, and job title, map headers to HubSpot properties, and complete the import.
Understand why import files are so powerful in HubSpot1:59
PUT THIS INTO PRACTICE - Import a sample contact list into HubSpot
Import multiple objects at once (Contacts + Companies)9:41
Learn to import multiple object types: contacts, companies, and deals, into HubSpot with a single file, map headers to properties, and associate records by row using email and domain identifiers.
Method 3 - Connect HubSpot with other tools to sync contacts automatically9:21
Connect HubSpot with other apps using ongoing sync or one-time data transfer, and map fields to ensure seamless data flow; check the integration docs for bidirectional or one-way differences.
Method 4 - Capture leads using HubSpot forms on your website16:21
Learn to capture leads with HubSpot forms by building a contact form from scratch, mapping first name, last name, email, and message to HubSpot properties, and embedding or sharing it.
Understand key HubSpot form settings before going live3:11
PUT THIS INTO PRACTICE - Create and test a basic HubSpot form
Quiz on adding data to HubSpot

Customize your HubSpot CRM4:48
Customize your HubSpot CRM by sorting, freezing columns, and adding city or country columns; switch between table and board views to visualize lifecycle stages and funnel status.
PUT THIS INTO PRACTICE - Customize your HubSpot CRM view
Find insights fast using filtered CRM views6:56
Use HubSpot crm filtered views to run quick reports by filtering a property like country. Create a quick view for Spain and explore advanced filters.
Master filter criteria (Is equal to, Contains, Not equal to…)3:20
PUT THIS INTO PRACTICE - Use a CRM view to run a quick report
Understand AND vs OR logic in HubSpot filters4:11
Create a HubSpot segment (formerly called "List")7:10
Create segments based on contact behavior and events4:11
Create segments in HubSpot based on contact behavior and events, including ad interactions, form submissions, and email engagement. Refine audiences with membership criteria and nested segment rules for precise targeting.
PUT THIS INTO PRACTICE - Create a simple segment
Customize contact profiles so you always find what you need8:08
Use HubSpot Breeze AI Assistant to find CRM data faster4:47

The difference between marketing emails and 1-1 emails3:30
Send a one-to-one (also called sales) email from HubSpot7:10
Use the HubSpot sales extension to track email engagement2:29
Log and track emails in HubSpot from Gmail with the sales extension, showing activity in the contact timeline, with send now or schedule options.
Why do you want to use HubSpot emails as a sales professional2:08
Create reusable email templates for sales5:42
PUT THIS INTO PRACTICE - Create an email template
Add email signatures to your HubSpot sales emails3:04
Save time with Snippets for quick email replies2:00

How HubSpot deals work and why sales teams use them3:57
How deals map to your sales funnel8:39
Explaining Deal Stages and the Sales Funnel in HubSpot
Should you use deals? How to decide for your company3:29
Create deals inside HubSpot8:31
Key deal properties every sales rep should know3:21
PUT THIS INTO PRACTICE - Create a HubSpot Deal
Customize your deal pipeline stages10:50
Customize your deals pipeline to reflect your sales process by editing or adding stages, managing probabilities, and aligning with your team's workflow across free and paid HubSpot accounts.
{OPTIONAL} PUT THIS INTO PRACTICE - Customize your deal dashboard stages
When (and when not) to use multiple deal pipelines (paid feature)2:59
Paid HubSpot features that help you manage a healthy deals pipeline13:01
Deal management best practices for any type of business3:29
Adapt your deal pipelines to your business, enforce clear names and stage movement, and keep deals up to date. Use board view to spot funnel gaps and reinforce proper associations.
Deal Pipeline Quality Checklist0:56
Customize your deals overview4:59
PUT THIS INTO PRACTICE - Customize your deals dashboard overview
Deals amount vs weighted amount – what’s the difference?1:19
How to bulk update deals using different methods4:33
Understand the new LEADS object in HubSpot (paid feature)7:34

Use HubSpot tasks to stay on top of your sales follow-ups9:41
Use HubSpot tasks to organize work by linking tasks to contacts or companies and tracking them in the tasks dashboard. Paid plans enable task automation based on deal stages.
PUT THIS INTO PRACTICE - Let´s create a simple HubSpot task together
Create meeting links so prospects can book calls without back-and-forth13:03
Adding a HubSpot Meeting Link/Scheduling Page to an external page2:02
Schedule meetings directly from the CRM and keep everything logged1:36
PUT THIS INTO PRACTICE - Invite 2 contacts to a videoconference
Use HubSpot target accounts to focus on your most important prospects (paid)3:12
Use HubSpot documents to track when prospects engage with your sales content3:11
Create HubSpot invoices to bill customers directly from the CRM8:10
PUT THIS INTO PRACTICE - Create a HubSpot invoice
Connect HubSpot with payment methods to collect payments faster1:50
Use HubSpot payment links to get paid without manual invoicing (paid feature)2:08
Log calls, notes, meetings, and activities in the contact record3:51
Create quotes in HubSpot to send professional sales proposals (paid feature)8:07

Intro to HubSpot Reporting14:45
Learn HubSpot reporting with dashboards and templates, customize date ranges and data sources, apply filters like lifecycle stage, and create reports in free and paid plans.
How sales teams use HubSpot reports to track performance5:56
Learn to use HubSpot sales dashboards to quickly view deals, activity, and rep performance with free templates. Troubleshoot empty dashboards by checking data and adjusting date ranges with customize.
Create a deals report from a HubSpot template4:20
PUT THIS INTO PRACTICE - Create a HubSpot Report to measure sales performance
How to create a custom report in HubSpot (paid feature)12:08
Build a custom sales report step by step (paid feature)5:02
Create a single object custom sales report from scratch in HubSpot, using deals, associated companies, and amount as building blocks, with all-time closed deals filters.
Explore advanced reporting options in HubSpot (Paid feature)13:50
Create a custom report using deals and companies data (paid feature)7:07
Build sales reports with AI in HubSpot (paid)6:55

Automate simple processes using HubSpot automation (paid feature)12:22
Build advanced automation inside HubSpot (Paid feature)4:37
Sales-specific automation in HubSpot: deals, tasks, and more (paid feature)10:16
Ideas for HubSpot Sales Automation2:35
Use HubSpot sales sequences to follow up at scale (paid feature)11:06
Discover how to use HubSpot sales sequences to automate follow-ups at scale with templates, dynamic sequencing, and engagement-based tasks, a paid Sales Hub feature.
Choosing a Sales Sequence vs a Workflow for Cold Outreach

Requirements

No prior HubSpot experience is required. You do not need a paid HubSpot account — we will create and use a free HubSpot account during the course
A role or interest in sales, business development, or revenue operations will help you get the most out of this course

Description

HubSpot for Sales Professionals is a practical, hands-on course designed to help sales professionals use HubSpot confidently in their daily sales workflow — from first contact to closed deal.

This course is ideal if you’re using HubSpot as a sales rep, account executive, SDR, sales manager, or founder handling your own sales process, and you want to understand how sales teams actually use HubSpot in practice.

You’ll learn how to work with the HubSpot CRM, manage deals and pipelines, communicate with prospects, stay organized with tasks and meetings, and track sales performance using reports and dashboards — without unnecessary theory or marketing-focused features.

All lessons are based on the latest HubSpot interface and features (2026) and include practical, real-world examples you can follow along with inside your own HubSpot account.

Some sections cover paid HubSpot features, but everything is explained clearly so you understand:

what’s available on the free plan
what requires a paid Sales Hub seat
and when it actually makes sense to upgrade

By the end of this course, you will be able to:

Work confidently with the HubSpot CRM as a sales professional

Navigate contact, company, and deal records with ease
Understand and use HubSpot properties correctly
Customize CRM views so you always see the data you need

Track and manage your sales pipeline

Create and manage deals inside HubSpot
Build deal pipelines and stages that reflect a real sales process
Use deal dashboards to track negotiations and revenue

Communicate effectively with prospects and customers

Send one-to-one sales emails from HubSpot
Create reusable email templates and snippets
Schedule meetings using HubSpot meeting links
Log calls, meetings, notes, and activities in the CRM

Stay organized and focused on the right opportunities

Use tasks to manage daily sales follow-ups
Work with target accounts and sales documents
Understand how sales teams prioritize accounts and deals

Analyze sales performance using HubSpot reporting

Use standard sales reports and dashboards
Build custom sales reports using deals and companies data
Understand pipeline metrics, deal amounts, and weighted revenue
Explore AI-powered reporting features

Explore advanced sales, automation, and AI features

Understand sales automation and sequences
Learn how HubSpot’s AI tools (including Breeze) support sales teams
Use AI agents for company research and sales opportunity discovery

You do not need a paid HubSpot account to follow this course. A free HubSpot account is enough to complete the core lessons, and we’ll create one together if needed.

Paid features are clearly marked throughout the course so you can skip or explore them depending on your access level.

About the instructor

I’m a certified HubSpot consultant and trainer, working with companies worldwide since 2018. I help sales teams and businesses set up HubSpot correctly, adopt it confidently, and use it as a practical sales tool — not just a CRM they log into once a week.

Here’s what one of my students said:

“I just completed the course — and my only reaction is: WOW! Super valuable for entrepreneurs, consultants, and small businesses. Thalita managed to transfer her rich knowledge in a meticulous and easy-to-follow way. I honestly never knew the actual possibilities of the HubSpot platform and now I finally do!”
— Tamara Biljman, Content Strategist

You can find more testimonials on my website. I take pride in supporting my students throughout the learning journey, and you’re always welcome to ask questions during the course.

— Thalita

Disclaimer

HubSpot for Sales Professionals is an independently developed course by Thalita Milan and has not been created, endorsed, or verified by HubSpot, Inc. HubSpot, Inc. has no liability related to this course.

Who this course is for:

Sales professionals who want to use HubSpot confidently in their daily sales workflow
Account executives, SDRs, BDRs, and sales managers working with HubSpot Sales Hub
Sales teams that are new to HubSpot or transitioning from another CRM
Founders and small business owners who handle their own sales process in HubSpot
HubSpot users who understand the basics but want to learn how sales teams use HubSpot in practice

HubSpot for Sales Professionals & Teams - Sales Fundamentals

What you'll learn

Explore related topics

Course content

Introduction7 lectures • 12min

HubSpot Account Fundamentals3 lectures • 21min

HubSpot CRM Fundamentals - Optional section if you already know the basics9 lectures • 48min

Add data to your HubSpot CRM - Optional section if you already know the basics10 lectures • 1hr 15min

Find and organize information inside your HubSpot CRM - Optional8 lectures • 44min

Use HubSpot to communicate with your contacts via email7 lectures • 26min

Track and manage your sales process with HubSpot deals15 lectures • 1hr 18min

HubSpot Sales features for your daily workflow11 lectures • 57min

Sales Analytics inside HubSpot - HubSpot Reporting for Sales8 lectures • 1hr 10min

HubSpot Sales Automation - Paid features6 lectures • 41min

Requirements

Description

Who this course is for: