--- title: Sundial - Customer Portal --- ![Fireworks](https://www.brightbull.co.uk/hs-fs/hubfs/Fireworks.jpg?width=300&name=Fireworks.jpg) # SUNDIAL CONSULTING ### Videos and Resources HubSpot ## 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/?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853#international)** immediate 24 - hour assistance - they should mention the customer **ID - 26162527** 2. Search for help at the bottom of your HS account (bottom right) OR [**visit the HubSpot knowledge base here.**](https://knowledge.hubspot.com/?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) ## **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?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) ### Sales Team Training [![](https://cdn.loom.com/sessions/thumbnails/d908f5596bd74d8fb05314b732f56a76-with-play.gif)](https://www.loom.com/share/d908f5596bd74d8fb05314b732f56a76) Dashboards *[> How to manage dashboards ](https://www.loom.com/share/d908f5596bd74d8fb05314b732f56a76)* #### **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/?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) #### **Useful Links** - [How to create and connect your meetings link in HubSpot](https://knowledge.hubspot.com/connected-email/how-to-install-hubspot-sales?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) - [How to set up and manage snippets](https://app.hubspot.com/academy/188124/tracks/12/427/2361?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) - [How to enable calling from within HubSpot](https://knowledge.hubspot.com/calling/manage-phone-numbers-registered-for-calling?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853#:~: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?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) - [How to create deals in HubSpot](https://knowledge.hubspot.com/crm-deals/create-deals?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853#:~:text=In%20your%20HubSpot%20account%2C%20navigate,the%20details%20of%20the%20deal.) - [Create and share quotes](https://knowledge.hubspot.com/quotes/use-quotes?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) - [Set up and import files to HubSpot](https://knowledge.hubspot.com/crm-setup/set-up-your-import-file?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853)   #### **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?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853#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?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) **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?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) - [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?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) - [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?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) **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?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853#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?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853#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?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853#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?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) **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?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) - [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?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) - [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?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) **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?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) - [Uninstall the HubSpot Sales Outlook desktop add-in](https://knowledge.hubspot.com/articles/kcs_article/email-tracking/how-do-i-uninstall-hubspot-sales?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853#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?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) #### Sales software certification [https://academy.hubspot.com/courses/hubspot-sales-software](https://academy.hubspot.com/courses/hubspot-sales-software?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) ### 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&=&__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) #### **Useful Links** - [How to manage tickets on HubSpot](https://knowledge.hubspot.com/tickets/manage-the-tickets-in-your-inbox?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) - [Create customer satisfaction surveys](https://knowledge.hubspot.com/customer-feedback/create-and-send-customer-satisfaction-surveys?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) - [Create a live chat](https://knowledge.hubspot.com/chatflows/create-a-live-chat?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853#:~: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?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) - [Connect a Whatsapp channel to conversations inbox](https://knowledge.hubspot.com/inbox/connect-whatsapp-to-the-conversations-inbox?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853) - [Connect aps to HubSpot](https://knowledge.hubspot.com/integrations/connect-apps-to-hubspot?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762526590746.1762529715980.215&__hssc=251924502.8.1762529715980&__hsfp=3711104853)   ### Super Admin Training [![](https://cdn.loom.com/sessions/thumbnails/f6b91d2169064a2b83e91c6f89d98de7-with-play.gif)](https://www.loom.com/share/f6b91d2169064a2b83e91c6f89d98de7) #### Super Admin - Training Session 1 *[> How to navigate your own sequence of activities in HubSpot](https://www.loom.com/share/f6b91d2169064a2b83e91c6f89d98de7)* [![](https://cdn.loom.com/sessions/thumbnails/1bdbea34c1bc428ea79baee79d8dd915-with-play.gif)](https://www.loom.com/share/1bdbea34c1bc428ea79baee79d8dd915) #### Super Admin - Adding people to a deal *[> How to add people to a deal & How to review and import data](https://www.loom.com/share/1bdbea34c1bc428ea79baee79d8dd915)* ```json { "@context" : "https://schema.org", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "United Kingdom", "addressLocality" : "London", "addressRegion" : "N1 6DR", "postalCode" : "", "streetAddress" : "WeWork" }, "knowsLanguage" : "en_GB", "logo" : { "@type" : "ImageObject", "url" : "https://www.brightbull.co.uk/hubfs/White%20Square%20logo-1.png" }, "name" : "BrightBull, a division of SRM World Ltd.", "url" : "https://www.brightbull.co.uk/sundial" } ```