Hanson Builders · Learning library
Training
Setup, daily routines and step-by-step HubSpot guides.
Overall training progress0 of 23 complete
6 guides · Sales Follow-Up
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.
Open guide