Screenshots & videos
Attach a real HubSpot screenshot or a walkthrough video to any setup step or training section. Whatever you add here appears at the top of that step for every agent. Capture screenshots straight from your own HubSpot portal so agents see exactly what they will see.
Get Set Up
Connect your Hanson 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