A Day in the Life: Using HubSpot for Sales

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In this video, we’re going to take you through a day in the life of a sales rep using HubSpot. We’ll walk through our favorite sales features, share effective shortcuts, and explore best practices for sales reps using HubSpot.

Join us for more on:
Using tasks in HubSpot for sales
Contact views in HubSpot
Deal views in HubSpot
Utilizing HubSpot sequences to maximize efficiency

00:00 Introduction
00:30 Using Tasks in HubSpot for Sales
01:05 Sort by Task Type in HubSpot
02:29 Important Reminder: Schedule a Follow-Up Task in HubSpot
03:53 Task Shortcuts in HubSpot
04:22 Using Contact Views for Sales in HubSpot
06:33 Using Deal Views in HubSpot
08:04 Change Settings in HubSpot Deal View
08:32 Using Sequences for Sales in HubSpot

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📚ADDITIONAL RESOURCES:
Get the free HubSpot Hacks Newsletter: https://hubs.ly/Q016Xfn-0

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🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly YouTube series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.

Hosted by:
🙍🏼‍♀️Ali Schwanke (  / alischwanke  )
🙎🏼‍♂️ Tyler Sprunk (  / getsprunk  )

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💬QUESTIONS OR FEEDBACK?
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