eQ Homes · Learning library
Training
Setup, daily routines and step-by-step HubSpot guides.
Overall training progress0 of 23 complete
3 guides · Getting Started
Getting Started
Get Set Up
Connect Outlook email and calendar, install the HubSpot Sales add-in and finish your setup checklist.
Open guideCompleted steps0 of 6 completeStart Your Day
Use the Sales Workspace to review new contacts, tasks, meetings and follow-up activities.
Open guideCompleted steps0 of 4 completeSales Agent Standard Operating Procedure
How to use the eQ CRM Success Center every day: getting set up, working HubSpot, closing out meetings, recording conversations and keeping your training current.
Open guide