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Getting Started with HubSpot: A Step-by-Step Guide

Step-by-step guide covering: Click the Customer Service Guide link; Click the Contacts link; Click the Deals link; Click the Products link.

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Step-by-step Guide13 steps

  1. Click the Customer Service Guide link

    Clicking this link will open the Customer Service Guide, where you can access resources and information to enhance your customer service skills.

    Click the Customer Service Guide link
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  2. Click the Contacts link

    Clicking the Contacts link will navigate you to the section where you can manage and view all your contact records in the CRM.

    Click the Contacts link
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  3. Click the Deals link

    Selecting the 'Deals' link will take you to the Deals section, where you can view, manage, and track your ongoing sales opportunities.

    Click the Deals link
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  4. Click the Products link

    This action will navigate you to the Products section, where you can manage and view your inventory items and product details.

    Click the Products link
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  5. Click the Inbox link

    This action will navigate you to your inbox, where you can view and manage your incoming messages and notifications.

    Click the Inbox link
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  6. Click the 'Click here.' link

    This action prompts a response or opens additional options related to the current context in the application. Make sure to follow any subsequent instructions that appear after clicking.

    Click the 'Click here.' link
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  7. Click here to view details

    Clicking this link will provide additional information related to the selected item in Jira, helping you stay updated on any relevant changes or discussions.

    Click here to view details
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  8. Click here to view details

    Clicking this area will reveal more information about the selected item in Jira, allowing you to see task updates and additional context.

    Click here to view details
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  9. Click the Email link

    Clicking the Email link will open your email client, allowing you to view and respond to emails related to the selected project or task.

    Click the Email link
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  10. Click the Templates link

    This action opens the Templates section where you can create, edit, or manage your email templates for marketing campaigns.

    Click the Templates link
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  11. Click the Analyze tab

    This will open the Analyze section where you can review performance metrics for your marketing emails.

    Click the Analyze tab
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  12. Click to review email tracking settings

    Ensure that your email open and click tracking settings comply with applicable recipient consent requirements, especially in jurisdictions such as the EU. This step is crucial before sending your marketing email.

    Click to review email tracking settings
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  13. Click the Close button

    Selecting the Close button will dismiss the current dialog or notification, returning you to the previous view of your Marketing Email.

    Click the Close button
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