Academy

Setup, Navigation, & Sales Essentials

HubSpot CRM Training

Training overview:

  • Facilitator: Werner Schoeman
  • Engagement: All Front Office new joiners
  • Duration: 2-hours, self-paced
  • Completion: Retrieval of training certificate
This training guides users through setting up their HubSpot account, connecting email, calendars, and integrating Zoom, Phone and LinkedIn Sales Navigator. Participants learn to manage contacts, companies, leads, and opportunities, log sales activities, track pipelines, and automate outreach. Upon completion, users can streamline workflows, maintain accurate data, and boost productivity with a full range of tools.

Training breakdown: