Hanson Builders · Learning library
Training
Setup, daily routines and step-by-step HubSpot guides.
14 guides
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 Hanson Builders CRM Success Center every day: getting set up, working HubSpot, closing out meetings, recording conversations and keeping your training current.
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Sales Follow-Up
Work a Prospect
Review contact history, communicate with prospects, record notes, schedule follow-up and use Breeze AI to prepare and draft faster.
Open guideCompleted steps0 of 9 completeManage Your Pipeline
Work the Sales Pipeline and keep stages, probabilities, outcomes and next steps accurate.
Open guideCompleted steps0 of 3 completeSending, Replying to and Tracking Outlook Emails in HubSpot
Send personal emails from Outlook, keep replies on the right HubSpot records and review engagement without confusing logging with tracking.
Open guideCreating and Using Sales Templates
Save time with reusable emails while keeping each message relevant to the person receiving it.
Open guideEnrolling a Contact in a Sequence
Start a planned series of personal follow-ups and tasks from a contact record.
Open guideManaging Active Sequences
Keep automated follow-up aligned with the customer’s actual conversation.
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SMS
Marketing
Creating a Segment in HubSpot
A segment groups contacts who meet criteria you choose. Use segments to organize your audience and select the right people for marketing.
Open guideCreating and Sending a Marketing Email in HubSpot
Marketing emails let you send a branded message to a selected audience. Review the content, recipients and sending settings before scheduling or sending.
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