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How to use HubSpot for daily sales standup

Step-by-step guide covering: Click the Dashboards section; Click the Campaign Performance section; Click the Sales Overview link; Click the New Lead stage in…

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Step-by-step Guide11 steps

  1. Click the Dashboards section

    Click the Dashboards section
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  2. Click the Campaign Performance section

    Click the Campaign Performance section
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  3. Click the Sales Overview link

    Click the Sales Overview link
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  4. Click the New Lead stage in the Deal Funnel

    Click the New Lead stage in the Deal Funnel
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  5. Click the Total Contacts (by source) chart

    Click the Total Contacts (by source) chart
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  6. Click the Open Deals Funnel chart

    Click the Open Deals Funnel chart
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  7. Click the Company first conversions by day link

    Click the Company first conversions by day link
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  8. Click the Daily frequency option

    Click the Daily frequency option
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  9. Click the Weekly option

    Click the Weekly option
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  10. Click the Save button

    Click the Save button
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  11. Click the Update existing report option

    Click the Update existing report option
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