Training & Handoff Videos
Marketing Hub
- Creating a New Marketing Email in HubSpot
- Editing Email Templates in HubSpot
- Managing Social Media Posts and Social Media Analytics
- How to Create Lists in HubSpot
Sales Hub
- How to Create Contacts and Company Records in HubSpot
- How to Customize the Default View in HubSpot
- How to Add, Hide, or Remove Properties in HubSpot
- How to Create Reports in HubSpot
- How to Create & Edit Deals and Pipelines in HubSpot
- How to Create Workflows in HubSpot
- Importing Sample Zoom Webinar Files
- Importing Zoom Webinar Guide
- How to add a new LSA program to the LSA Program Automation
- Dues Template Walkthrough
- Guide on Updating the Last Dues Amount Paid on the Dues Deal Template
Additional Loom Videos
- Editing the Contact, Company, and Deal forms when creating new records in HubSpot
- How to Create HubSpot Forms
Training Recordings