DEMO HubSpot Implementation (in Under 11 Minutes!) for Dunder Mifflin Scranton Branch - THE OFFICE

Описание к видео DEMO HubSpot Implementation (in Under 11 Minutes!) for Dunder Mifflin Scranton Branch - THE OFFICE

Watch and learn how to set up a HubSpot CRM and portal using the fictional Dunder Mifflin Scranton branch from "The Office."

Starting with a new, empty portal we will import and associate contacts, companies, deals, and tickets with custom properties and dummy data. Then we will configure initial processes using the CRM automation tools, and create content using drag and drop templates.

This video covers all of the essential setup and settings to launch HubSpot CRM for any business or organization in under 11 minutes.

Dunder Mifflin Infinity 3.0 is here!

0:10 Spreadsheet with Contacts, Companies, Deals, and Ticket Data
0:36 Create a new HubSpot Portal
1:43 Invite Team Members from your Organization
2:37 Import contacts, companies, deals, and tickets with associations into HubSpot
5:35 Understand the data we are importing
6:30 Filter to see only Dwight's Deals
7:00 See a deal and its associated contact and company
8:08 Create a customer service ticket when a new deal is closed won
9:37 Create a new form to add to my website

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