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Sales Hub Fundamentals: Representatives

Learn how to use Sales Hub productivity tools to nurture leads, fuel follow-ups, and close deals.

Course Information

Who This Course is Best For

  • Sales professionals and managers looking to sell more efficiently, boost productivity, and report on success.
  • CRM admins responsible for understanding sales tools for the purposes of training new sales reps.
  • Subscription: Sales Hub Professional, Sales Hub Enterprise
  • Looking for a sales manager training? Check out Sales Hub Fundamentals: Managers.

2022 Dates

Eastern Time (New York):

October 27: 9am-2pm

November 17: 9am-2pm

December 13: 9am-2pm

Greenwich Mean Time (Dublin):

October 13: 9am-2pm

December 6: 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 live training, we explore productivity tools within HubSpot Sales Hub and how they can be leveraged within the sales process to drive efficiency and standardize best practices across a growing team.

    Highlights include:

    • Understanding how to easily navigate Deal records and record views 
    • Logging Activities and using tasks to stay on top of all of your lead engagements 
    • Building 1:1 email automation to maintain sales momentum
    • Leveraging the Tasks tool for effective time management
    • Boosting productivity and closing more leads with Tasks, Meetings, Sequences, Snippets, and Documents
    • Tracking Progress: Learn how to leverage various stages and statuses in HubSpot to better visualize your leads, report on progress, and stay informed.
    • 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.
    • Productivity Tools: Learn ways to accelerate your sales cycle to close more deals, faster using HubSpot’s productivity tools.
    • 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
    • Log various activity types on your contacts/companies/deals
    • Navigate HubSpot records and views
    • Manage tasks and process using queues
    • Build email Templates and Sequences
    • Understand Meetings Links, Snippets, and Documents
  • 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
    • Tasks and Task Queues
    • Email Templates
    • Sequences (for automating sales emails)
    • Meetings Links
    • Snippets and Documents 
    • Analytics Tools

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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