STEP 1 - Introduction to CRM
Please click the following link for a video on an introduction to HubSpot CRM software.
STEP 2 - Connect to HubSpot Sales
After you watch the video you need to connect to the HubSpot sales CRM.
STEP 3 - Install the HubSpot Sales Extension
In order to use some of the features of HubSpot Sales, you will need to install the HubSpot Sales extension and to connect your inbox. Doing so will allow you to send emails to contacts through the CRM and to use all of the sales tools from your email inbox. The extension allows HubSpot to connect with your inbox. Please click this link for instructions.
STEP 4 - Connect Your Inbox
Before you start working in the CRM, you need to make sure any important contacts you have also exist in the CRM. There are a few things to note before importing your data. First, HubSpot de-duplicates contacts in the CRM using the email address. Second, before importing any data, you need to decide how you want to associate contacts with companies. To save time with this process, just let HubSpot do it. Turn on automatic association of companies. This setting looks at the email address on the contact and the company domain name of the email to automatically associate the two.
STEP 5 - Import Your Contacts
You can skip this step if you don’t have any contacts to import. If you do, follow these steps to import your contacts, companies, deals and/or files.
In order to import your data to HubSpot CRM, you need click the Import Manager (contacts, companies, or deals → gear icon in the top right of the screen → import) and then upload a CSV document. Then you can map the columns in your CSV file to properties in the CRM. Everything should appear in your CRM as soon as it’s done processing the import. Please see Figure 1 for a picture of what this should look like. For more information about importing data into the CRM, check out the following links if you have the following questions:
How do I import contacts to the CRM?
How do I import companies to the CRM?
How do I import deals to the CRM?
Sample Import Files