Quick summary
This demo walks you through the core HubSpot Sales workflows, including task management, deal tracking, sending sales emails, and booking meetings. Each flow shows the exact steps to take inside HubSpot so your sales team can stay organized and move deals forward faster.
Steps
- Navigate to Sales > Tasks to open the task management view.
- Click Create task to start a new task.
- Give the task a Title and define its Priority.
- Set a Reminder before the event and provide a Due date.
- Click Create to save the task.
- Select the task checkbox to interact with the task.
- Click the mark complete button to complete the task.
- Once all tasks are cleared, confirm the You're all caught up on tasks prompt.
- Navigate to Sales > Deals to open the deal tracking view.
- Click Create Deal to add a new deal.
- Enter a Deal name for the opportunity.
- Enter the Deal Stage of the buyer.
- Enter the deal size.
- Specify whether the deal is new business or an upsell on an existing account, then hit Create.
- Click the deal stage field whenever the Deal stage changes.
- Select the appropriate stage from the dropdown to update deal progress.
- Go to Contacts > Contacts to access your contact list.
- Hit Preview on the contact you want to send an email to.
- Click on Email to open the email composer.
- An email window will pop up.
- Provide a Subject line for your email.
- Write your message in the body field.
- Hit Send to deliver the email.
- Navigate to Sales > Meetings to manage your scheduling pages.
- Click Edit on your existing event link to modify it.
- If no event exists, click Create a scheduling page.
- Use Tokens to personalise your meeting invitation emails.
- Add a video conferencing link to the meeting.
- Click connect an app to integrate your conferencing platform.
- Select your preferred video conferencing platform from the list.
- Include rescheduling links to give prospects more flexibility.
- Save and exit to publish your scheduling page.
