Touchpoint Live Media Customer Training Portal

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 - 26533559

2. Search for help at the bottom of your HS account (bottom right) OR visit the HubSpot knowledge base here.

3. You can always write to us at support@brightbull.co.uk we are always happy to help, but we may not get back to you right away, usually within 24 hours.

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
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/26533559/tracks/12/425/2347
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

Follow the steps in this guide to connect your meetings link and your calendar.
https://knowledge.hubspot.com/meetings-tool/use-meetings

Sales useful links

Snippets and Templates
Have in mind: There is a limitation for non-paid seat users. Only the first 5 created.

Paid seat users have full access

https://knowledge.hubspot.com/conversations/use-snippets

How to filter a list in contacts

https://knowledge.hubspot.com/crm-setup/create-customize-and-manage-your-saved-views

How to create and manage a deal in HubSpot

https://app.hubspot.com/academy/188124/tracks/12/427/2360

Create meetings links

Sales Team Training

Getting to know HubSpot: Create deals, line items and quotes.

Managing properties & Mass updating contacts and companies

Captura de Pantalla 2022-05-03 a la(s) 2.17.28 p.m.

How to use the CRM Contacts / Companies / Filters

How you can easily navigate the tool from the general view through to the more comprehensive view including activities and record context

Captura de Pantalla 2022-05-03 a la(s) 12.53.28 p.m.

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

Captura de Pantalla 2022-05-03 a la(s) 12.48.06 p.m.

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

Sales software certification

https://academy.hubspot.com/courses/hubspot-sales-software?library=true&

Terms and Conditions linked in quotes

In this video you'll find how to change the terms and conditions document on the quotes template, also how to link it and upload documents to HubSpot.

Billing address in quotes template

Have in mind: Changing billing address in templates is not possible since quote template fields are standard for company information, as shown on the SS above.

Training Session #1

Reviewing Pipelines, Databases and Deals.

Session reviewing databases, pipelines and deals associations with contacts, companies and quotes.

Training Session #2

Deals, contact, companies and quotes views

Session reviewing the views your team will see once they look at a deal. Having the opportunity to personalise them.

Training Session #3

Reviewing properties

Session reviewing HubSpot default properties, properties imported by Salesforce and properties created manually by users based on the company needs.

Captura de Pantalla 2022-05-10 a la(s) 10.01.35 a.m.

Super Admin

Data importing and preparing the files

Captura de Pantalla 2021-11-02 a la(s) 4.15.58 p. m.

Touchpoint Live Media

Training Hub 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"?

CRM for everyone

Setting up the your add-ins in HubSpot

Office 365 add-in

Outlook Add-in

Sales useful links

Sales Team Training

Getting to know HubSpot: Create deals, line items and quotes.

Managing properties & Mass updating contacts and companies

How to use the CRM Contacts / Companies / Filters

How to log and track emails Outlook / Office 365

For Sales Teams - Deals

How to create DEALS and manage your pipeline

Sales software certification

Terms and Conditions linked in quotes

Billing address in quotes template

Training Session #1

Reviewing Pipelines, Databases and Deals.

Training Session #2

Deals, contact, companies and quotes views

Training Session #3

Reviewing properties

Super Admin

Data importing and preparing the files

Super Admin

Super Admin Sesion 2

Quick Links

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