Get started with your HubSpot Sales Hub Starter, Professional, or Enterprise account with these resources.
1. Set up your HubSpot account
- Browsers supported by HubSpot
- Add and delete users
- Create and edit teams (Sales Hub Professional and Enterprise only)
- Change language and region settings
- Get help with HubSpot
2. Install HubSpot Sales and connect your inbox
- Install HubSpot Sales for Gmail, Office 365, and Outlook desktop
- HubSpot features supported by your email provider and require a connected inbox
- Connect your inbox to HubSpot
3. Import data into your HubSpot account
- Import contacts, companies, deals, tickets, or products
- Associate records via import
- Assign ownership of records
4. Get started with HubSpot Sales tools
- Understand your sales dashboard
- View your sales notifications in the activity feed
- Create and use snippets
- Use sales email templates
- Use the calling tool
- Set up the meetings tool
- Use documents
- Use sequences (Sales Hub Starter, Professional and Enterprise only)
- Track prospects
- Get started with conversations
- Create chatflows
- Create goals
- Create, clone, and delete dashboards (Sales Hub Professional and Enterprise only)
- Create contact-based workflows (Sales Hub Professional and Enterprise only)
- Create company-based, deal-based, ticket-based, or quote-based workflows (Sales Hub Professional and Enterprise only)
- Use products (Sales Hub Professional and Enterprise only)
- Create and share quotes (Sales Hub Professional and Enterprise only)
- Create custom reports (Sales Hub Professional and Enterprise or Reporting add-on only)
- Use playbooks (Sales Hub Enterprise only)
- Determine likelihood to close with predictive lead scoring (Sales Hub Enterprise only)
- Create custom events (Sales Hub Enterprise only)
