A quick tour of HubSpot CRM & Sales

Last updated: January 10, 2018

Available For:

Marketing: N/A
Sales: Free, Starter, Professional
Service: N/A

HubSpot CRM arms your sales team with the information and the tools needed for today's modern sales process. If you are currently a HubSpot Marketing user, click here for instructions on enabling the CRM. For more in-depth information on getting started with the HubSpot CRM and Sales Free, click here.

HubSpot CRM gives you the ability to create contacts, company, and deal records. All three of these object types can be associated with one another and have properties that can be edited and customized.

In addition to the three customizable object types, your sales reps can use tasks to stay organized. Tasks can be associated with a contact, company, or deal, but only include standard task fields such as Task Status. You can learn more about adding tasks in the CRM here.

You can segment records in the CRM by setting up customizable filters of your contacts, companies, and deals. Saved filters will limit the records shown in both the table and board views of the HubSpot CRM. You can learn more about setting up saved filters here.

The default layout of the HubSpot CRM objects in theTable view. It allows you to see your contacts, companies, deals, and tasks listed in a table. You can customize which property columns to include in this view by clicking the Customize dropdown menu and selecting Edit Columns.

Deals and tasks also have a Board view layout option. This layout allows you to change a deal's Deal stage and update a task's Task Status by dragging and dropping the deal or task card to a different column.

To toggle between the Table and Board layouts, click the buttons shown in the screenshot below. 

Each of the three primary objects includes a timeline for individual records, where sales reps can log calls, emails, tasks, notes, and activities. The timeline shows your team's interactions as well as other timeline events from HubSpot Sales and HubSpot Marketing.  

Timeline activities are sorted by month, except upcoming engagements such as tasks and meetings will appear at the top of the timeline under the Upcoming header.

With the HubSpot CRM, your team can send emails, log activities, schedule meetings, and make and record phone calls. 

The CRM can also be seamlessly integrated with HubSpot Sales so that your Sales team can log emails in the CRM automatically, create new contacts from their email client, and view open and click activity on the contact record in the CRM. HubSpot Sales is an optional Office 365 add-in and browser plugin for Chrome or Outlook on Windows that connects to HubSpot and gives your team the key insights into prospects' businesses as well as track and log their emails in the CRM. To learn more about how you can use the CRM and HubSpot Sales to reach out to your contacts, check out this article.

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