This is for Happy brew CRM using Hubspot
SET UP
- Connect website to Hubspot
- This will be required when you first register on Hubspot (Domain name & Company Name)
- Creating contacts(Customers & company)
- You can easily create contacts by clicking on the menu above your Hubspot dashboard.
- Editing your homepage (Hubspot dashboard)
- You can edit on your preferences by clicking on your account on the upper right of the dashboard and click PROFILE & PREFERENCES.
- Generating Reports
- Go to Reports on the Hubspot menu bar and click reports
- Choose between which report template you want to add
- Connecting Apps to Hubspot
- Go to your settings and click INTEGRATIONS and click on CONNECTED APPS. From there you can connect your hubspot to your desired apps.
- Creating Deals
- Click on Sales on Hubspot menu then click on DEALS
- Click on Create Deal on the upper right of the dashboard & enter the deals details
- You can edit your deals once all task for the deal is finished. You can mark it with won or lost
- Your deals will automatically be added on your dashboard for reference