HubSpot: contacts, deals, pipelines and follow-up

Skills you'll practise

• Explain objects, records, properties and associations, and associate a deal with its contacts and company
• Predict how HubSpot deduplicates contacts and companies on create and import
• Use lifecycle stages to show where a contact or company is in the process
• Move deals through pipeline stages and calculate a weighted amount
• Choose between an active and a static segment
• Use sequences and tasks for follow-up, including when contacts unenroll

Course outline

1. 1.HubSpot for sales repsVideo · 1 min
2. 2.Objects, records and associationsLesson · 15 min
3. 3.Deals and pipelinesLesson · 15 min
4. 4.Segments, sequences and follow-upLesson · 15 min
5. 5.HubSpot: contacts, deals, pipelines and follow-up: knowledge checkKnowledge check · 15 questions
6. 6.Final exam8 questions · passing it completes the course, so people who already know the material can test out

Sources it draws on

The lessons and questions are written from these references, so learners can go back to the original.

• HubSpot Knowledge Base: How to use objects for business processes
• HubSpot Knowledge Base: Set up and manage object pipelines (deal stages and probabilities)
• HubSpot Knowledge Base: Use lifecycle stages
• HubSpot Knowledge Base: Deduplication of records
• HubSpot Knowledge Base: Create active or static segments (previously lists)
• HubSpot Knowledge Base: Create and edit sequences
• HubSpot Knowledge Base: Associate records