The Hubcast #8: Live From Inbound, Free CRM, Editorial Calendar, Buy-In, & Community

by Marcus Sheridan
Podcast: Play in new window | Download The Hubcast Podcast Episode 008 Welcome back to The Hubcast folks! As mentioned last week, this will be a weekly podcast all about HubSpot news, tips, and tricks. Please also note the extensive show notes below including some new HubSpot video tutorials created by George Thomas.Read the full article

HubSpot CRM to learn more about HubSpot CRM

HubSpot Sidekick to learn more about Sidekick

How to get to your HubSpot CRM dashboard In this tutorial we start the new journey that is the HubSpot CRM. I show you how to get to your sales dashboard and give a brief overview of what you will be looking at.

How do I add a new contact to the HubSpot CRM In this tutorial we dive feet first into the new HubSpot CRM. I show you how to add a new contact to your sales dashboard. I also explain how HubSpot handles the contacts you add in the sales or marketing side.

How do I add a new company in the HubSpot CRM In this tutorial we talk about how the first time you open the company dashboard HubSpot will ask if they can automagically add companies from your existing contacts. Then we dive deeper into what about after that? How do you add new companies as you go through your daily sales tasks.

How do I add a new deal in the HubSpot CRM In this tutorial I show you how to add a new deal into the HubSpot CRM. I also take a moment and have a heart to heart talk about why the deal is so important. Last but not least I show you how you can customize the deal view in your HubSpot CRM sales dashboard.

How do I create a new task in the HubSpot CRM? In this tutorial I show you two way to add tasks in the hubSpot CRM. I also point out the cal and time as in both areas they are easy to miss.

How do I enable my Google Drive with the HubSpot CRM In this HubSpot CRM tutorial I share with you how to enable your Google Drive account to work with the HubSpot CRM. Also I share a pro tip on when to set up your Google folder and how you can switch folders as needed.

What are stages in the HubSpot CRM and how do I edit them? In this tutorial we talk about deal stages. I show you how to edit them as well as share why you need to customize them. I explain how easy it is to add, delete and move stages in the stages dashboard.

Where are my HubSpot CRM Settings and what can I change? In this tutorial we take a deeper dive into the setting of the HubSpot CRM. We talk about the fact that a contact is a contact and how easily you can now get to lead scoring.