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Sales Hub Fundamentals: Managers

Learn how to use Sales Hub to optimize your sales process with automation and gain a simple, reportable view into your team's pipeline and success.

Course Information

Who This Course is Best For

  • Sales professionals, managers, and CRM admins responsible for defining internal sales processes, enabling team productivity, and reporting on success.
  • Subscription: Sales Hub Professional, Sales Hub Enterprise
  • Looking for a sales rep training? Check out Sales Hub Fundamentals: Reps.

2022 Dates

Eastern Time (New York):

October 20: 9am-2pm

November 15: 9am-2pm

December 8: 9am-2pm

Greenwich Mean Time (Dublin):

November 2: 9am-2pm

December 8: 9am-2pm

Australian Eastern Standard Time:

For more information and registration, please contact us at: customertraining@hubspot.com

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Course Details

  • During this training, we review best practices for configuring deal pipelines to ensure sales success and forecasting accuracy, with space for attendees to audit their existing deal pipeline with the assistance of a HubSpot expert. Further highlights include:

    • Exploring reporting for accurate pipeline forecast settings
    • Developing deal-stage specific automation as deals progress
    • Optimizing and automating your sales process within Deal Pipelines
    • Storing lead information and track outreach efforts within Contacts and Deals
    • Reporting on revenue and performance with Sales Analytics
    • Developing the dashboards necessary to ensure consistent observation of your sales team’s performance
    • Building custom reports using multiple HubSpot data sources to illustrate data scenarios that are more unique to your business


    • Pipeline Management: Use HubSpot deal records and pipelines to forecast and track the progress of potential sales over time. Learn best practices for defining your deal stages.
    • Tracking Progress: Learn how to leverage various stages and statuses in HubSpot to better visualize your leads, report on progress, and stay informed.
    • Deal Automation: Define the required data entry and automation steps in your deal pipeline by managing your deal settings.
    • Deal Settings: Define the required data entry and automation steps in your deal pipeline by managing your deal settings.
    • Logging Activities: Familiarize yourself with the various actions you can take with your leads and how to best log the details of each interaction clearly in throughout your database.
    • Managing Sales Tasks: Create saved views to surface and process your high priority lead follow-up using filters and tasks.
    • Sales Performance: Familiarize yourself with the reporting tools you can use to keep your finger on the pulse of your sales process.
  • Each HubSpot training course is equipped with plenty of activities to help you apply what you have learned and keep you engaged from beginning to end. In this training course, you'll go through activities that will help you:

    • Network and reflect on your sale process
    • Navigate HubSpot records and views
    • Manage tasks and process using queues
    • Evaluate your deal stages
    • Manage your Deal settings and deal stage automation. 
    • Edit existing data structures for reporting success and identify current reporting gaps
    • Build a custom report 
  • We design each HubSpot training to help you gain experience using Sales Hub tools as quickly and easily as possible. In this particular training you will see demos in the following areas:

    • HubSpot Records and Properties
    • Saved Filtered Views of Records
    • Deal Settings
    • Deal Stage Automation
    • Analytics Tools
    • HubSpot Dashboards and Report Library
    • Custom Reporting 

Cancellation Policy

  1. classroom

    Our Trainers

    You’ll love the hands-on approach of every training. A dedicated HubSpot professional will guide you through your sales tools and strategies. Each trainer is engaging, talented, and, most importantly, here to help you reach your full potential as a HubSpot user.
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  • The Trainers were exceptional: Extremely knowledgeable, upbeat and supportive. The material covered all the right areas and the examples were spot on.


    Founder/Senior Consultant


  • You get much more than if you had just scanned through the documentation online. It was an excellent use of my time, even after taking it before. Great job. I honestly wouldn't change anything. Thanks!


    Senior Director of Marketing

    The Energy Project

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