---
title: Corporate Jet Investor - Customer Hub
---

# The Retail Summit

### 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**  
immediate 24 - hour assistance - they should mention the customer  
**ID - 6160009**

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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__hsfp=3711104853)

## Marketing Teams

#### **Certifications**

- **Getting Started with the Marketing Hub****  
  **Knowledge base with the most basic tools  
  [https://knowledge.hubspot.com/get-started/market-your-business](https://knowledge.hubspot.com/get-started/market-your-business?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__hsfp=3711104853)  
  <https://knowledge.hubspot.com/get-started/market-your-business?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__hsfp=3711104853>
- **Self training videos and guides on Marketing Hub + Certification****  
  **This is an overall guide on the marketing tool and how you can use them efficiently.  
  [https://app.hubspot.com/academy/25472685/tracks/5/311/1670](https://app.hubspot.com/academy/25472685/tracks/5/311/1670?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__hsfp=3711104853)  
  <https://knowledge.hubspot.com/get-started/manage-your-crm-database?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__hsfp=3711104853>
- **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://app.hubspot.com/academy/25472685/tracks/12/425/2347](https://app.hubspot.com/academy/25472685/tracks/12/425/2347?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__hsfp=3711104853)
- **Install HubSpot in your Outlook and set up your meetings link**  
  Follow the steps in this guide to install HubSpot tools and link them with your email provider.  
  [https://knowledge.hubspot.com/connected-email/how-to-install-hubspot-sales](https://knowledge.hubspot.com/connected-email/how-to-install-hubspot-sales?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__hsfp=3711104853)
  
  Follow the steps in this guide to connect your meetings link and your calendar.  
  [https://knowledge.hubspot.com/meetings-tool/use-meetings](https://knowledge.hubspot.com/meetings-tool/use-meetings?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__hsfp=3711104853)

## Marketing Training

[![](https://cdn.loom.com/sessions/thumbnails/5fcbaa6d8e5c48d49950626d77f54030-with-play.gif)](https://www.loom.com/share/5fcbaa6d8e5c48d49950626d77f54030)

#### Training Session #1

Learn how to set up your email marketing campaigns. 

[![The retail summit, training portal ](https://www.brightbull.co.uk/hs-fs/hubfs/Forms%20and%20Landing%20pages.png?width=331&height=203&name=Forms%20and%20Landing%20pages.png)](https://www.dropbox.com/s/yk4veu15hw3ncte/Retail-Insights-Forms-Landing-pages-Workflows.mp4?dl=0)

#### Training Session #2

Learn how create and manage landing pages, forms and workflows. 

[![The-retail-summit-Super-admin](https://www.brightbull.co.uk/hs-fs/hubfs/The-retail-summit-Super-admin.png?width=380&height=186&name=The-retail-summit-Super-admin.png)](https://www.dropbox.com/s/392yopcmjyknr5v/RetailInsights-SuperAdmin.mp4?dl=0)

#### Training Sesssion #3

- [Super Admin Session Link ](https://www.dropbox.com/s/392yopcmjyknr5v/RetailInsights-SuperAdmin.mp4?dl=0)
- How to manage marketing contacts / non marketing contacts
- [Set contacts as Non Marketing](https://knowledge.hubspot.com/contacts/set-contacts-as-non-marketing?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__hsfp=3711104853)
- [Marketing Contacts](https://knowledge.hubspot.com/contacts/marketing-contacts?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__hsfp=3711104853) 
- How to connect and set up SEO and content pillars How to be SEO friendly
- [Topics for your SEO strategy](https://knowledge.hubspot.com/seo/create-topics-for-your-seo-strategy?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__hsfp=3711104853)
- [SEO Optimization](https://www.brightbull.co.uk/blog/seo-for-b2b-events-is-simple-if-you-follow-these-rules?hsLang=en-gb)
- [MANTRAS for SEO](https://www.brightbull.co.uk/16-mantras-for-increasing-your-event-website-visits-with-value-adding-content?hsLang=en-gb)
- Google Analytics and integrations
- [Integrate with Google Analytics](https://knowledge.hubspot.com/website-pages/integrate-google-analytics-with-hubspot-content?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__hsfp=3711104853)
- [Connects aps to HubSpot](https://knowledge.hubspot.com/integrations/connect-apps-to-hubspot?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762518978709.1762521064270.213&__hssc=251924502.4.1762521064270&__hsfp=3711104853)

```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/theretailsummit"
}
```