--- title: Digital Accountancy - Customer Portal description: In this website you will find the key elements from your HubSpot onboarding such as training, useful resources and videos. --- [![BrightBull Logo](https://www.brightbull.co.uk/hs-fs/file-234912118-png/images/logo1.png?width=152&height=65&name=logo1.png "BrightBull Logo")](https://www.brightbull.co.uk/?hsLang=en-gb) # Digital Accountancy # Videos and Resources HubSpot     [Sales Team› ](https://www.brightbull.co.uk/digitalaccountancy#sales)     [SUPER ADMIN › ](https://www.brightbull.co.uk/digitalaccountancy#superadmin)   ### ***What to do if there is something wrong or you have a question? Generally for cases like "How can I ....... on HubSpot"?*** ### 1. Call tech support for immediate technical assistance (they are very good) **+44-2035141833 / + 571 381 6808 Or +1 888-482-7768 [International numbers](https://help.hubspot.com/#international) **immediate 24 - hour assistance - they should mention the customer ID - 26740131 ### 2. Search for help at the bottom of your HS account (bottom right) OR [visit the HubSpot knowledge base here.](https://knowledge.hubspot.com/) ## **CRM for everyone** - **Getting started with CRM**** **This is a very useful guide with specific links that will guide you through the tool and how you can customise it to your specific needs [https://knowledge.hubspot.com/get-started/manage-your-crm-database](https://knowledge.hubspot.com/get-started/manage-your-crm-database) # Sales Team Training [![](https://cdn.loom.com/sessions/thumbnails/7de5cce5a49d4ecab75d1ee66c46436d-with-play.gif)](https://www.loom.com/share/7de5cce5a49d4ecab75d1ee66c46436d) #### Templates, Snippets, Quotes, Reports and Tasks - [How to set up and manage snippets](https://t.sidekickopen10.com/s3t/c/5/f18dQhb0V1-gnj8fmQmXW3mhgKl2B9nMJN7t5XWPf2rmRW2BFJ9R3My1ZsW16gGCc6l0YsL101?te=W3R5hFj4cm2zwW3zfPSj3R5HxGW45SBgq3Fbt5SW3z8mn03K6McSW1Q699L1S320-W49HR8w4cgtx6W1L7pMw1L6zV-1X3&si=8000000023866519&pi=6ca3d073-4246-4c3d-af12-b7e2194f8403) - [How to manage your email template](https://t.sidekickopen10.com/s3t/c/5/f18dQhb0V1-gnj8fmQmXW3mhgKl2B9nMJN7t5XWPf2rmRW2BFJ9R3My1ZsW16gGCc6l0YsL101?te=W3R5hFj4cm2zwW3X-qTw3ZVc6BW3JFvSV3CfBPBW4fdHZS3_rh4DW3zbV8Z3_R5CyW3P0nNQ41QPRyW3H6xnp4rCvX4W1GHCPP3K2Vj1W3zgDmV4fJfX_W1GzQbt3T0p5YW3K6Lsj3zhrPZ0&si=8000000023866519&pi=6ca3d073-4246-4c3d-af12-b7e2194f8403) - [Create and share quotes](https://t.sidekickopen10.com/s3t/c/5/f18dQhb0V1-gnj8fmQmXW3mhgKl2B9nMJN7t5XWPf2rmRW2BFJ9R3My1ZsW16gGCc6l0YsL101?te=W3R5hFj4cm2zwW3X-qTw3ZVc6BW3JFvSV3CfBPBW4fdHZS3_rj7GW43X4Sy1LFzkrF1GGQCcW1vn1&si=8000000023866519&pi=6ca3d073-4246-4c3d-af12-b7e2194f8403) - [How to enable calling from within HubSpot](https://t.sidekickopen10.com/s3t/c/5/f18dQhb0V1-gnj8fmQmXW3mhgKl2B9nMJN7t5XWPf2rmRW2BFJ9R3My1ZsW16gGCc6l0YsL101?te=W3R5hFj4cm2zwW3X-qTw3ZVc6BW3JFvSV3CfBPBW4fdHZS3_rgWXW3ZY6VR3NC0NcW41PFvD1GGm-ZW41Rcjl4hJsgNW49RcZ-3K4c_tW4fGCnp3GGxJtW49h9tB3ZY6VRW3NvYCq27l78RW4flZM549TK4FW1NsMYq43WJzSW1S1tj949M9mgW3SYN3G43TDbTW1G70_81mp5D7W43Xxrm1S1qj_W3C0gCr4f8TmKW3z8myJ4hJWjyW1S9gdP1NtCH9W3F8HW21NCHnSW1mp5D13K9G6DW41S8n51S1v4yW4fNRKl3P6bJRW1Nx4Lp41kBlCW3T1c-s3Q-XzbW1NcsxR43YdDRW1NtBK43ZnvldW49Kv3549K45WW3NwMRj3F7y5tf3XVr8-T3&si=8000000023866519&pi=6ca3d073-4246-4c3d-af12-b7e2194f8403) - [Manage reports list](https://t.sidekickopen10.com/s3t/c/5/f18dQhb0V1-gnj8fmQmXW3mhgKl2B9nMJN7t5XWPf2rmRW2BFJ9R3My1ZsW16gGCc6l0YsL101?te=W3R5hFj4cm2zwW3X-qTw3ZVc6BW3JFvSV3CfBPBW4fdHZS3_rjd5W45SB6d4cgzQrW41PFvD1GHbH0W43Whcp1GCt8NW4rCvX41GHbH0W43Whcp1GDK9f2283&si=8000000023866519&pi=6ca3d073-4246-4c3d-af12-b7e2194f8403) - [How to create tasks in HubSpot](https://t.sidekickopen10.com/s3t/c/5/f18dQhb0V1-gnj8fmQmXW3mhgKl2B9nMJN7t5XWPf2rmRW2BFJ9R3My1ZsW16gGCc6l0YsL101?te=W3R5hFj4cm2zwW3X-qTw3ZVc6BW3JFvSV3CfBPBW4fdHZS3_rjpwW4cLyPL3FcJSLW4fGvkz3zh1SN0&si=8000000023866519&pi=6ca3d073-4246-4c3d-af12-b7e2194f8403) - [View and filter records](https://t.sidekickopen10.com/s3t/c/5/f18dQhb0V1-gnj8fmQmXW3mhgKl2B9nMJN7t5XWPf2rmRW2BFJ9R3My1ZsW16gGCc6l0YsL101?te=W3R5hFj4cm2zwW3X-qTw3ZVc6BW3JFvSV3CfBPBW4fdHZS3_rgXdW3_qtmB4fPfN_W3FcJSL4fGvkfW4hL-K33_VssyW1Gy7nM1GF5YTW3zb1Ct4rCvX4W1GHCPP3K2Vjbf3SZChk04&si=8000000023866519&pi=6ca3d073-4246-4c3d-af12-b7e2194f8403) ![Captura de Pantalla 2022-05-03 a la(s) 12.53.28 p.m.](https://www.brightbull.co.uk/hs-fs/hubfs/Captura%20de%20Pantalla%202022-05-03%20a%20la(s)%2012.53.28%20p.m..png?width=318&name=Captura%20de%20Pantalla%202022-05-03%20a%20la(s)%2012.53.28%20p.m..png)   #### How to log and track emails #### *Outlook / Office 365* [*A short video. Please refer to your own specific case if you use Outlook on desktop or office 365*](https://www.dropbox.com/s/cseod2ehfgb1jsi/CJI-CRM-Training-How-to-log-track-emails.mp4?dl=0) ![Captura de Pantalla 2022-05-03 a la(s) 12.48.06 p.m.](https://www.brightbull.co.uk/hs-fs/hubfs/Captura%20de%20Pantalla%202022-05-03%20a%20la(s)%2012.48.06%20p.m..png?width=318&name=Captura%20de%20Pantalla%202022-05-03%20a%20la(s)%2012.48.06%20p.m..png)   #### For Sales Teams - Deals #### ***How to create DEALS and manage your pipeline*** [*Specific session for all sales teams and members having to create and report on pipeline progress*](https://www.dropbox.com/s/uirh24f78u0a770/CJI-Sales-Training-Managing-Deals.mp4?dl=0) ## **Sales teams ** - **Self training videos and guides + Sales software certification**** **This is a self training guide on how you can use the CRM and also a certification if you choose to take it [https://academy.hubspot.com/training/](https://academy.hubspot.com/training/) #### **Useful Links** - [How to create and connect your meetings link in HubSpot](https://knowledge.hubspot.com/connected-email/how-to-install-hubspot-sales) - [How to set up and manage snippets](https://app.hubspot.com/academy/188124/tracks/12/427/2361) - [How to enable calling from within HubSpot](https://knowledge.hubspot.com/calling/manage-phone-numbers-registered-for-calling#:~:text=vary%20across%20jurisdictions.-,In%20your%20HubSpot%20account%2C%20click%20the%20settings%20settings%20icon%20in,the%20Allow%20call%20recording%20checkbox.) - [Customize deal pipeline, sales stages](https://knowledge.hubspot.com/crm-deals/set-up-and-customize-your-deal-pipelines-and-deal-stages) - [How to create deals in HubSpot](https://knowledge.hubspot.com/crm-deals/create-deals#:~:text=In%20your%20HubSpot%20account%2C%20navigate,the%20details%20of%20the%20deal.) - [Create and share quotes](https://knowledge.hubspot.com/quotes/use-quotes) - [Set up and import files to HubSpot](https://knowledge.hubspot.com/crm-setup/set-up-your-import-file) #### **Setting up the your add-ins in HubSpot** **Office 365 add-in** **Set up** - [Install the HubSpot Sales Office 365 add-in](https://knowledge.hubspot.com/articles/kcs_article/settings/how-to-install-hubspot-sales#install-the-hubspot-sales-office-365-add-in) - [Customize your HubSpot Sales Office 365 add-in](https://knowledge.hubspot.com/articles/kcs_article/email-tracking/customize-your-hubspot-sales-office-365-add-in) **Use the add-in** - [Track and log emails with the HubSpot Sales Office 365 add-in](https://knowledge.hubspot.com/articles/kcs_article/email-tracking/track-and-log-emails-with-the-hubspot-sales-office-365-add-in) - [Use sales tools with the HubSpot Sales Office 365 add-in](https://knowledge.hubspot.com/articles/kcs_article/email-tracking/use-sales-tools-with-the-hubspot-sales-office-365-add-in) - [Use contact profiles with the HubSpot Sales Office 365 add-in](https://knowledge.hubspot.com/articles/kcs_article/email-tracking/use-contact-profiles-with-the-hubspot-sales-office-365-add-in-and-outlook-desktop-add-in) **Troubleshoot the add-in** - [Troubleshoot the HubSpot Sales Office 365 add-in](https://knowledge.hubspot.com/articles/kcs_article/email-tracking/troubleshooting-the-hubspot-sales-office-365-add-in-and-outlook-desktop-add-in#troubleshooting-the-hubspot-sales-office-365-add-in) - [Uninstall the HubSpot Sales Office 365 add-in](https://knowledge.hubspot.com/email-tracking/how-do-i-uninstall-hubspot-sales#uninstall-the-hubspot-sales-office-365-add-in) ** Outlook Add-in** **Set up** - [Install the HubSpot Sales Outlook desktop add-in](https://knowledge.hubspot.com/articles/kcs_article/settings/how-to-install-hubspot-sales#install-the-hubspot-sales-outlook-desktop-add-in-windows-only) - [Customize the HubSpot Sales Outlook desktop add-in](https://knowledge.hubspot.com/articles/kcs_article/email-tracking/customize-your-hubspot-sales-outlook-desktop-add-in) **Use the desktop add-in** - [Track and log emails with the HubSpot Sales Outlook desktop add-in](https://knowledge.hubspot.com/articles/kcs_article/email-tracking/track-and-log-emails-with-the-hubspot-sales-outlook-desktop-add-in) - [Use sales tools with the HubSpot Sales Outlook desktop add-in](https://knowledge.hubspot.com/articles/kcs_article/email-tracking/use-sales-tools-with-the-hubspot-sales-outlook-desktop-add-in) - [Use contact profiles with the HubSpot Sales Outlook desktop add-in](https://knowledge.hubspot.com/articles/kcs_article/email-tracking/use-contact-profiles-with-the-hubspot-sales-office-365-add-in-and-outlook-desktop-add-in) **Troubleshoot the desktop add-in** - [Troubleshoot the HubSpot Sales Outlook desktop add-in](https://knowledge.hubspot.com/articles/kcs_article/email-tracking/troubleshoot-the-hubspot-sales-outlook-desktop-add-in) - [Uninstall the HubSpot Sales Outlook desktop add-in](https://knowledge.hubspot.com/articles/kcs_article/email-tracking/how-do-i-uninstall-hubspot-sales#uninstall-the-hubspot-sales-outlook-desktop-add-in) How to restore contacts/companies/deals - [Here is the Knowledge Base on restoring contacts/companies/deals](https://knowledge.hubspot.com/contacts/restore-deleted-contacts-companies-deals-or-tickets) ## Sales software certification [https://academy.hubspot.com/courses/hubspot-sales-software](https://academy.hubspot.com/courses/hubspot-sales-software)   # Service Hub ## **Service Teams** - **Self training videos and guides + Sales software certification** - [https://academy.hubspot.com/courses/hubspot-service-software?library=true&=](https://academy.hubspot.com/courses/hubspot-service-software?library=true&=) #### **Useful Links** - [How to manage tickets on HubSpot](https://knowledge.hubspot.com/tickets/manage-the-tickets-in-your-inbox) - [Create customer satisfaction surveys](https://knowledge.hubspot.com/customer-feedback/create-and-send-customer-satisfaction-surveys) - [Create a live chat](https://knowledge.hubspot.com/chatflows/create-a-live-chat#:~:text=In%20the%20upper%20right%2C%20click,your%20team%2C%20select%20Live%20chat.) - [How to set up and manage snippets](https://app.hubspot.com/academy/188124/tracks/12/427/2361) - [Connect a Whatsapp channel to conversations inbox](https://knowledge.hubspot.com/inbox/connect-whatsapp-to-the-conversations-inbox) - [Connect aps to HubSpot](https://knowledge.hubspot.com/integrations/connect-apps-to-hubspot) # Super Admin Training [![Captura de Pantalla 2022-05-10 a la(s) 10.01.35 a.m.](https://www.brightbull.co.uk/hs-fs/hubfs/Captura%20de%20Pantalla%202022-05-10%20a%20la(s)%2010.01.35%20a.m..png?width=318&name=Captura%20de%20Pantalla%202022-05-10%20a%20la(s)%2010.01.35%20a.m..png)   #### Super Admin ### ***Data importing and preparing the files *** ](https://www.dropbox.com/s/vea0p8brcc0ag6x/CJI-Data-Importing-preparing-the-files.mp4?dl=0) ![Captura de Pantalla 2021-11-02 a la(s) 4.15.58 p. m.](https://www.brightbull.co.uk/hs-fs/hubfs/Captura%20de%20Pantalla%202021-11-02%20a%20la(s)%204.15.58%20p.%C2%A0m..png?width=318&name=Captura%20de%20Pantalla%202021-11-02%20a%20la(s)%204.15.58%20p.%C2%A0m..png)   #### Super Admin ### ***Super Admin Sesion 2 *** ### Contact **BrightBull** Eagle House 163 City Road London EC1V 1NR e: [hello@brightbull.co.uk](mailto:hello@brightbull.co.uk)   **BrightBull LatAm **Cl. 8 #43c 29 Medellín Colombia ### From Our Blog ### Subscribe to our blog ### Connect With Us - 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