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eQ Homes · Learning library

Training

Setup, daily routines and step-by-step HubSpot guides.

Overall training progress0 of 23 complete

3 guides · Sales Process

Sales Process

  • Work a Prospect

    Review contact history, communicate with prospects, record notes, schedule follow-up and use Breeze AI to prepare and draft faster.

    Completed steps0 of 9 complete
    Open guide
  • Manage Your Pipeline

    Work the eQ Sales Pipeline and keep stages, probabilities, outcomes and next steps accurate.

    Completed steps0 of 3 complete
    Open guide
  • eQ Sales Process and Contact Status

    Understand each Contact Status, when to use it and how it relates to Deals.

    Completed steps0 of 1 complete
    Open guide

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Your training progress, meeting close-outs and recordings are tied to your signed-in account and shared with your sales manager. Questions about a process? Contact your sales manager or the HubSpot administrator.

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