Screenshots & videos
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Get Set Up
Connect your eQ Outlook email
Install the HubSpot Sales Outlook add-in
Connect your Outlook calendar
Confirm your email signature
Review your personal profile and notifications
Install the HubSpot mobile app
Start Your Day
Sales Workspace
Creating and filtering your contact list
Reviewing and prioritising new contacts
Working tasks and meetings
Work a Prospect
Finding and reviewing contacts
Understanding the contact activity timeline
Sending emails, templates and snippets
Logging calls and adding useful notes
Scheduling meetings and creating follow-up tasks
Completing your meetings
Close out meetings in the Launchpad
Working prospects from your phone
Using Breeze AI with a prospect
Manage Your Pipeline
Managing deals
Updating deal stages
Recording meeting and sales outcomes
Responding to SMS Messages in HubSpot
1. CRM → Inbox navigation
2. Inbox with “Assigned to me” highlighted
3. Close-up of SMS and Comment tabs
4. Workflow overview — How assignment works (optional)
Sending, Replying to and Tracking Outlook Emails in HubSpot
1. Outlook → HubSpot Sales task pane
2. Outlook compose → Log, Track and CRM associations
3. HubSpot contact timeline → Logged outbound email
4. Outlook reply composer → HubSpot Sales options
5. HubSpot email engagement → Open or click event
Creating and Using Sales Templates
1. CRM → Message Templates
2. Personalization picker and fallback
3. Contact email composer → Templates
Enrolling a Contact in a Sequence
1. Contact record → Enroll in a sequence
2. Enrollment preview and personalization
3. Start at, Time zone, first send and follow-up settings
Managing Active Sequences
1. Contact enrollment banner and sequence Enrollments
2. Enrollment details and outstanding tasks
3. Contact Unenroll or enrollment Actions → Unenroll
Creating a Meeting in HubSpot
1. Settings → General → Calendar → Connect your Calendar
2. Contact record → Meeting dialog
3. Meeting dialog → Location, Attendee description and Internal notes
4. Sales → Meetings Scheduler → Create scheduling page
5. Contact timeline → scheduled meeting
Tasks, Calls and Logged Activity in HubSpot
1. CRM → Tasks → Create task panel
2. Contact record → Task → details panel
3. Task list → complete, reschedule and Overdue view
4. Record → Activities tab with type filters
Handling a New Buyer Inquiry in HubSpot
1. CRM → Contacts → saved view for contacts with no owner
2. Contact → Actions → View all properties → owner
3. Contact record → properties, source and Activities
4. Contact record → Task and Meeting actions
Working Deals Through the eQ Sales Pipeline
1. CRM → Deals → board view with the pipeline dropdown
2. Deal card dragged to the next stage, and the Deal stage property editor
3. Closed won stage with required fields shown
4. Contact record → Deals card → create a deal
Using the HubSpot Mobile App at a Showing
1. Phone → HubSpot app sign-in and account switcher
2. Phone → contact record with filtered activity timeline
3. Phone → Log Call dialog after a call
4. Phone → business card scan and photo attachment
5. Phone → Tasks → Due tasks with the complete checkmark
6. Phone → Settings → Preferences → Offline Mode
Creating a Segment in HubSpot
1. CRM → Segments and Create segment
2. Contact filters and AND/OR groups
3. Segment name, type and Save and process
Creating and Sending a Marketing Email in HubSpot
1. Marketing → Email and Regular email
2. Email content and personalization
3. Recipients, exclusions and subscription type
4. Desktop/mobile preview and internal test
5. Schedule settings and final review