HubSpot Admin training
Learn to set up and manage a HubSpot portal. This is an admin course covering CRM objects, users, pipelines, workflows, reports and data. No coding needed.
Course details
- Duration
- 6 weeks, 24 live hours
- Mode
- Live online
- Fee
- Shared on enquiry, with team discounts
- Certificate
- VoozoWorld certificate of completion
Who it is for
- Sales and marketing operations staff
- Business owners setting up HubSpot
- Freshers aiming for a HubSpot admin or operations role
- Teams that are moving to HubSpot
Outcomes
What you will be able to do
- Set up properties, pipelines and teams
- Manage users and permissions safely
- Build workflows that keep data and follow-ups on track
- Create reports and dashboards for sales and marketing
- Import, clean and connect your data
Syllabus
What we cover
Module 1: Getting started
HubSpot basics
- Hubs and what each one does
- Account setup
- Users and teams
CRM objects
- Contacts, companies, deals and tickets
- Properties and groups
- Associations
Users and permissions
- Seats and permission sets
- Teams
- Account settings and security
Module 2: Sales setup
- Deal pipelines and stages
- Sequences and meetings
- Products and quotes
Marketing basics
- Forms and lists
- Lifecycle stages and lead status
- Lead scoring
Module 3: Service setup
- Tickets and pipelines
- Knowledge base basics
- Customer feedback
Workflows
- Triggers and enrolment
- Branches and goals
- Data clean-up workflows
Module 4: Reports and dashboards
- Reports
- Dashboards
- Attribution basics
Data and integrations
- Import and export
- Duplicates
- Connecting other tools
Hands-on work
- Set up a portal for a small sales and marketing team
- Build a lead routing and follow-up workflow
- Create a dashboard that follows a lead to a closed deal
Before you start
- Basic computer skills
- A free HubSpot account for practice
Questions
Good questions on this course
Is any coding involved?
No. This course uses HubSpot's settings and tools only.
Some features depend on the HubSpot plan. How do you handle that?
We tell you which features belong to which plan as we go, so you know what you can use in your own portal.
Is HubSpot Academy enough on its own?
HubSpot Academy is free and good. Our sessions add live guidance, real project scenarios and feedback on your work.
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