--- title: Wind Energy Ireland - Customer Portal --- ![pages_backg](https://www.brightbull.co.uk/hs-fs/hubfs/pages_backg.jpeg?width=300&name=pages_backg.jpeg) # WIND ENERGY IRELAND 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) +353 1 5187500 [International numbers](https://help.hubspot.com/?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853#international) immediate 24 - hour assistance - they should mention the customer ID - 26327228 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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) Getting Started > Basic Training Sessions for all Team Members Communications Team > Marketing Hub Sessions Communications Team > Marketing Hub [![](https://cdn.loom.com/sessions/thumbnails/ceab58c065404c2ba529ded7d3ce075c-with-play.gif)](https://www.loom.com/share/ceab58c065404c2ba529ded7d3ce075c) ### Getting started with HubSpot basic training for the wider team This video is a team training session which introduces the CRM tool. In this video we covered the following key aspects: 1. *00:59 *What is HubSpot and how is data stored in HubSpot 2. *03:05 *How would you visualise information in HubSpot related to Members / Committee members / Tasks and activities 3. How to log into Hubspot the first time 4. How to customise your HubSpot ecosystem / experience 5. Searching for a contact / company 6. Adding a contact / company into the system 7. Creating a task 8. Logging a note 9. How to see previous emails + activities with that contact in HubSpot 10. Connecting your email to HubSpot > Logging emails into HubSpot 11. Q&A [![HubSpot Training](https://www.brightbull.co.uk/hs-fs/hubfs/HubSpot%20Training.png?width=350&height=173&name=HubSpot%20Training.png)](https://docs.google.com/presentation/d/1Hg0yJkpRPjl4sl7AxZ5Y3vYBh86_HQG2zS5w8l2gZnk/edit#slide=id.g6d8f458fd6_0_1)HubSpot training deck Here you will find the deck of HubSpot training sessions.      ### Marketing Hub Sessions [![](https://cdn.loom.com/sessions/thumbnails/729a35cc775040449187dba0e0d17ee0-1687467937987-with-play.gif)](https://www.loom.com/share/729a35cc775040449187dba0e0d17ee0) #### How to add contacts into a list [> How to add a contact to a list ](https://www.loom.com/share/729a35cc775040449187dba0e0d17ee0) >[View and filter records on an object index page](https://knowledge.hubspot.com/crm-setup/create-customize-and-manage-your-saved-views?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853)   [![](https://cdn.loom.com/sessions/thumbnails/23c892ada13c42e38209867073805974-with-play.gif)](https://www.loom.com/share/23c892ada13c42e38209867073805974) #### How to create a form and add it to a Landing page [>Create and customize pages](https://knowledge.hubspot.com/website-pages/create-and-customize-pages?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) [>Embed forms into website pages](https://knowledge.hubspot.com/forms/create-forms?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) [![](https://cdn.loom.com/sessions/thumbnails/3f1274dc34b34e5ca84e78c3fffd2398-with-play.gif)](https://www.loom.com/share/3f1274dc34b34e5ca84e78c3fffd2398) #### Replacing existing forms [>Embed forms into website pages](https://knowledge.hubspot.com/forms/how-can-i-share-a-hubspot-form-if-im-using-an-external-site?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) [![](https://cdn.loom.com/sessions/thumbnails/61825b17566048e3ba362e0ed2768c9f-with-play.gif)](https://www.loom.com/share/61825b17566048e3ba362e0ed2768c9f) #### Conversion Path [>Emails](https://knowledge.hubspot.com/email/create-marketing-emails-in-the-drag-and-drop-email-editor?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) [> Forms in HubSpot](https://knowledge.hubspot.com/forms/create-forms?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) [![](https://cdn.loom.com/sessions/thumbnails/1fcc6d31285f47868eb856f2ce035e7c-with-play.gif)](https://www.loom.com/share/1fcc6d31285f47868eb856f2ce035e7c) #### Training # 1 Building Lists of specific contacts, Sending Emails In this video we covered the understanding segmentation in Hubspot, how to create list & how to create an email [WEI - Understanding Segmentation in HubSpot](https://docs.google.com/document/d/1t_r_N3rDiHQO7_qlWi_FDRK6Ki2V2mXfe2HBrsL3icw/edit?pli=1#heading=h.bwyf2mqa06ld) [![](https://cdn.loom.com/sessions/thumbnails/209b9cb7730d4edfa70cb0be5f474c00-with-play.gif)](https://www.loom.com/share/209b9cb7730d4edfa70cb0be5f474c00) #### Training # 2 Forms, Landing Pages, Sequences and Projects In this video you will learn how to: - Edit forms - Create Landing Pages - Manage Projects - Create workflows [![](https://cdn.loom.com/sessions/thumbnails/ac646320141c411fa35869053b090394-with-play.gif)](https://www.loom.com/share/ac646320141c411fa35869053b090394) #### Training #3 CTA'S, Posting on Social Media, ADS, Reports and Dashboards. - [How to create Calls to action](https://knowledge.hubspot.com/ctas/create-calls-to-action-ctas?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) - [Create and publish social media posts](https://knowledge.hubspot.com/social/create-and-publish-social-posts?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853#:~:text=In%20your%20HubSpot%20account%2C%20navigate,you%20want%20to%20post%20to.) - [Tracking your ADS in HubSpot](https://t.sidekickopen72.com/Ctc/RA+23284/c1bwP04/JkM2-6qcW6N1vHY6lZ3msW5zJ2cY5bwxP0W7DG4tX8VT5hcW1tfcb-6Wgfy6VnppT_19PDDFVrNV973KSF27VsnTMx3vXl1YN684CqMdQ8v5W1SB5Kc2N_l6VW75qsDV3hX0D0VyKl2G7SSmsJW1X9JZr7408rzVjRRwY1cZMd8W64JPp937_TfsW6f1-Sy97-5-mMzzws3PSqWQW14KDj-6rZvprVPfwzf4sYkgQW4XZ58f146rrPW3hR8Sr3Mlf-VV_GYK572HlCrW3qfRl15Pv3JNW8kkMZd58d6vZf58pkDg04?checkOwner=58612088) - [Create ADS in HubSpot](https://t.sidekickopen72.com/Ctc/RA+23284/c1bwP04/Jll2-6qcW7Y8-PT6lZ3nfW9h68nQ9d8MQKW6TyQ8_7CtgmTW3ZNkm06L6W2JW7WXtc76sWgfXW17pWY4847VL3N4L823v-N2BrW1cxDwf1blhM1W31FKyl5s3dSBW1cJLB16H-ysyW3pSRGz1FKf9pW7m-Yws7zf6SvW2Zb7WD1nrrxQW3PHLF84bSzz_N8BZQNbHcfVRW4rFS9G6tb_6lV_s23c8DktkBW19BLvV325qwKVlcj6s9lr-_8W11S8My8280ZqW35_tKm7H02KWW1TBmLw87kc8SW1jSnpw3b_r6zW2Yp_GL7_xcsVW6_L6wL8j88psN2kT-pdLcWwqN5Vd2Lkk9KC4f8_SGTs04?checkOwner=58612088) - [Reports in HubSpot](https://knowledge.hubspot.com/reports?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) #### **Useful Links** - **On the Subscription Preferences > ***These have been created *[https://app-eu1.hubspot.com/settings/26327228/marketing/email/types](https://app-eu1.hubspot.com/settings/26327228/marketing/email/types?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) you can adjust the description and semantics, and add more as and when you need to. This is managed automatically by HubSpot, they have a real impact as every email needs to be attached to a subscription type. The system then manages the opt-outs of that subscription type etc. It is automated. - **Opt-in/opt-out:** EVERYONE is essentially NOT opted in NOR opted out... This is a general parameter in Hubspot, therefore you can email everyone on the DB. - **Opt-in from the user directly - **Moving forward you can choose to request specific opt-ins from users for specific subscriptions, or leave the generic GDPR language which covers you / accept that you can email them from your WEI and that they have the possibility to decide for themselves. [https://knowledge.hubspot.com/forms/add-notice-and-consent-information-to-your-hubspot-form-or-pop-up-for](https://knowledge.hubspot.com/forms/add-notice-and-consent-information-to-your-hubspot-form-or-pop-up-form?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) - **Opt-in/out manually from within HubSpot - **WEI can view/manage the contact's subscriptions manually as well. This can be done at an individual level or in bulk. Here is how to go about this > [https://knowledge.hubspot.com/contacts/manage-your-subscription-preferences-and-types](https://knowledge.hubspot.com/contacts/manage-your-subscription-preferences-and-types?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) - **This is a definition of consent from HubSpot >** [https://knowledge.hubspot.com/email/understand-opt-in-consent-for-email](https://knowledge.hubspot.com/email/understand-opt-in-consent-for-email?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853)   ### Marketing Hub Sessions [![](https://cdn.loom.com/sessions/thumbnails/729a35cc775040449187dba0e0d17ee0-1687467937987-with-play.gif)](https://www.loom.com/share/729a35cc775040449187dba0e0d17ee0) #### How to add contacts into a list [> How to add a contact to a list ](https://www.loom.com/share/729a35cc775040449187dba0e0d17ee0) >[View and filter records on an object index page](https://knowledge.hubspot.com/crm-setup/create-customize-and-manage-your-saved-views?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) [![](https://cdn.loom.com/sessions/thumbnails/23c892ada13c42e38209867073805974-with-play.gif)](https://www.loom.com/share/23c892ada13c42e38209867073805974) #### How to create a form and add it to a Landing page [>Create and customize pages](https://knowledge.hubspot.com/website-pages/create-and-customize-pages?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) [>Embed forms into website pages](https://knowledge.hubspot.com/forms/create-forms?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) [![](https://cdn.loom.com/sessions/thumbnails/3f1274dc34b34e5ca84e78c3fffd2398-with-play.gif)](https://www.loom.com/share/3f1274dc34b34e5ca84e78c3fffd2398) #### Replacing existing forms [>Embed forms into website pages](https://knowledge.hubspot.com/forms/how-can-i-share-a-hubspot-form-if-im-using-an-external-site?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) [![](https://cdn.loom.com/sessions/thumbnails/61825b17566048e3ba362e0ed2768c9f-with-play.gif)](https://www.loom.com/share/61825b17566048e3ba362e0ed2768c9f) #### Conversion Path [>Emails](https://knowledge.hubspot.com/email/create-marketing-emails-in-the-drag-and-drop-email-editor?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) [> Forms in HubSpot](https://knowledge.hubspot.com/forms/create-forms?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) [![](https://cdn.loom.com/sessions/thumbnails/1fcc6d31285f47868eb856f2ce035e7c-with-play.gif)](https://www.loom.com/share/1fcc6d31285f47868eb856f2ce035e7c) #### Training # 1 Building Lists of specific contacts, Sending Emails In this video we covered the understanding segmentation in Hubspot, how to create list & how to create an email [WEI - Understanding Segmentation in HubSpot](https://docs.google.com/document/d/1t_r_N3rDiHQO7_qlWi_FDRK6Ki2V2mXfe2HBrsL3icw/edit?pli=1#heading=h.bwyf2mqa06ld) [![](https://cdn.loom.com/sessions/thumbnails/209b9cb7730d4edfa70cb0be5f474c00-with-play.gif)](https://www.loom.com/share/209b9cb7730d4edfa70cb0be5f474c00) #### Training # 2 Forms, Landing Pages, Sequences and Projects In this video you will learn how to: - Edit forms - Create Landing Pages - Manage Projects - Create workflows [![](https://cdn.loom.com/sessions/thumbnails/ac646320141c411fa35869053b090394-with-play.gif)](https://www.loom.com/share/ac646320141c411fa35869053b090394) #### Training #3 CTA'S, Posting on Social Media, ADS, Reports and Dashboards. - [How to create Calls to action](https://knowledge.hubspot.com/ctas/create-calls-to-action-ctas?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) - [Create and publish social media posts](https://knowledge.hubspot.com/social/create-and-publish-social-posts?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853#:~:text=In%20your%20HubSpot%20account%2C%20navigate,you%20want%20to%20post%20to.) - [Tracking your ADS in HubSpot](https://t.sidekickopen72.com/Ctc/RA+23284/c1bwP04/JkM2-6qcW6N1vHY6lZ3msW5zJ2cY5bwxP0W7DG4tX8VT5hcW1tfcb-6Wgfy6VnppT_19PDDFVrNV973KSF27VsnTMx3vXl1YN684CqMdQ8v5W1SB5Kc2N_l6VW75qsDV3hX0D0VyKl2G7SSmsJW1X9JZr7408rzVjRRwY1cZMd8W64JPp937_TfsW6f1-Sy97-5-mMzzws3PSqWQW14KDj-6rZvprVPfwzf4sYkgQW4XZ58f146rrPW3hR8Sr3Mlf-VV_GYK572HlCrW3qfRl15Pv3JNW8kkMZd58d6vZf58pkDg04?checkOwner=58612088) - [Create ADS in HubSpot](https://t.sidekickopen72.com/Ctc/RA+23284/c1bwP04/Jll2-6qcW7Y8-PT6lZ3nfW9h68nQ9d8MQKW6TyQ8_7CtgmTW3ZNkm06L6W2JW7WXtc76sWgfXW17pWY4847VL3N4L823v-N2BrW1cxDwf1blhM1W31FKyl5s3dSBW1cJLB16H-ysyW3pSRGz1FKf9pW7m-Yws7zf6SvW2Zb7WD1nrrxQW3PHLF84bSzz_N8BZQNbHcfVRW4rFS9G6tb_6lV_s23c8DktkBW19BLvV325qwKVlcj6s9lr-_8W11S8My8280ZqW35_tKm7H02KWW1TBmLw87kc8SW1jSnpw3b_r6zW2Yp_GL7_xcsVW6_L6wL8j88psN2kT-pdLcWwqN5Vd2Lkk9KC4f8_SGTs04?checkOwner=58612088) - [Reports in HubSpot](https://knowledge.hubspot.com/reports?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) #### **Useful Links** - **On the Subscription Preferences > ***These have been created *[https://app-eu1.hubspot.com/settings/26327228/marketing/email/types](https://app-eu1.hubspot.com/settings/26327228/marketing/email/types?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) you can adjust the description and semantics, and add more as and when you need to. This is managed automatically by HubSpot, they have a real impact as every email needs to be attached to a subscription type. The system then manages the opt-outs of that subscription type etc. It is automated. - **Opt-in/opt-out:** EVERYONE is essentially NOT opted in NOR opted out... This is a general parameter in Hubspot, therefore you can email everyone on the DB. - **Opt-in from the user directly - **Moving forward you can choose to request specific opt-ins from users for specific subscriptions, or leave the generic GDPR language which covers you / accept that you can email them from your WEI and that they have the possibility to decide for themselves. [https://knowledge.hubspot.com/forms/add-notice-and-consent-information-to-your-hubspot-form-or-pop-up-for](https://knowledge.hubspot.com/forms/add-notice-and-consent-information-to-your-hubspot-form-or-pop-up-form?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) - **Opt-in/out manually from within HubSpot - **WEI can view/manage the contact's subscriptions manually as well. This can be done at an individual level or in bulk. Here is how to go about this > [https://knowledge.hubspot.com/contacts/manage-your-subscription-preferences-and-types](https://knowledge.hubspot.com/contacts/manage-your-subscription-preferences-and-types?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) - **This is a definition of consent from HubSpot >** [https://knowledge.hubspot.com/email/understand-opt-in-consent-for-email](https://knowledge.hubspot.com/email/understand-opt-in-consent-for-email?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) ### **Marketing Hub** **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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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://academy.hubspot.com/training/](https://academy.hubspot.com/training/?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) #### **Useful Links** - [How to connect your email](https://knowledge.hubspot.com/email/create-marketing-emails-in-the-drag-and-drop-email-editor?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) - [How to manage your email template](https://knowledge.hubspot.com/email/manage-and-edit-your-saved-marketing-email-templates?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) - [How to build lists in HubSpot](https://knowledge.hubspot.com/lists/create-active-or-static-lists?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) - [Connect your social media accounts in HubSpot](https://knowledge.hubspot.com/social/connect-your-social-media-accounts-to-hubspot?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) - [Create your social media posts in HubSpot](https://knowledge.hubspot.com/social/create-and-publish-social-posts?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) Events / Membership / Research Teams > Sales Hub Super Admin Training Green Tech Skillnet [![](https://cdn.loom.com/sessions/thumbnails/5ac58264136b4b19ba2c2c7db786b0a4-with-play.gif)](https://www.loom.com/share/5ac58264136b4b19ba2c2c7db786b0a4) #### Membership Interface, Deals, Companies and Contacts [> View and filter records on an object index page](https://knowledge.hubspot.com/crm-setup/create-customize-and-manage-your-saved-views?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) > [Create Tasks](https://knowledge.hubspot.com/tasks/create-tasks?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) > [Create deals](https://knowledge.hubspot.com/crm-deals/create-deals?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853#:~:text=Create%20a%20deal%20from%20your,the%20details%20of%20the%20deal.) [![](https://cdn.loom.com/sessions/thumbnails/36a4489fa0424b7c9a4b94544c7e724f-with-play.gif)](https://www.loom.com/share/36a4489fa0424b7c9a4b94544c7e724f) #### How to edit a property (Sponsorship Type) [![](https://cdn.loom.com/sessions/thumbnails/11ec62feb019433685543040b1ba44f9-with-play.gif)](https://www.loom.com/share/11ec62feb019433685543040b1ba44f9) #### Membership & Events Final Training Summary In this video we covered the interface for Membership & Events such as Contacts, Pipelines and Deal interface.   [![](https://cdn.loom.com/sessions/thumbnails/d011621dbfd448e2aa981f6c0c09588f-with-play.gif)](https://www.loom.com/share/d011621dbfd448e2aa981f6c0c09588f) #### Adding a contact to a specific committee In this video you can visualise how to add a contact to a specific committee. [![](https://cdn.loom.com/sessions/thumbnails/2138068bc2714ac6a77d79a712c633d4-with-play.gif)](https://www.loom.com/share/2138068bc2714ac6a77d79a712c633d4) #### WEI - Creating a view & list for RenewableNI Markets In this video you can visualise how to add a view or a list based on a filter. [![Screenshot 2023-08-22 at 3.25.28 PM.png](https://s3.amazonaws.com/tw-inlineimages/517338/0/0/353ea5a2acf4099de18d9137f55341da.png)](https://www.loom.com/share/2138068bc2714ac6a77d79a712c633d4) #### Step by Step importing events into HubSpot In this guide you will learn how to massively import events into HubSpot, as well as an excel template you must have in mind when importing it into HubSpot. - [WEI - Events guide Import](https://docs.google.com/document/d/1JA_o1wRXJplXCaFfPoapZiYj8shU8fpPcC91E0sVGaY/edit) [![](https://cdn.loom.com/sessions/thumbnails/567d0c524cd64afc8db1c37f297ae3b0-with-play.gif)](https://www.loom.com/share/567d0c524cd64afc8db1c37f297ae3b0) #### Events import doubts based on template This is show around process on how to import based on the EVENTS TEMPLATE. **MAKE SURE YOU ARE MAPPING THE PROPERTIES CORRECTLY.** - **Self-training videos and guides + Sales hub 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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) - [How to set up and manage snippets](https://app.hubspot.com/academy/188124/tracks/12/427/2361?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) - [How to enable calling from within HubSpot](https://knowledge.hubspot.com/calling/manage-phone-numbers-registered-for-calling?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) - [How to create deals in HubSpot](https://knowledge.hubspot.com/crm-deals/create-deals?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) - [Set up and import files to HubSpot](https://knowledge.hubspot.com/crm-setup/set-up-your-import-file?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) Sales software certification [https://academy.hubspot.com/courses/hubspot-sales-software](https://academy.hubspot.com/courses/hubspot-sales-software?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) [![](https://cdn.loom.com/sessions/thumbnails/e90d7c5f779541a0bc560a1f5cac402c-with-play.gif)](https://www.loom.com/share/e90d7c5f779541a0bc560a1f5cac402c) #### How to import contacts [> How to import contacts](https://www.loom.com/share/e90d7c5f779541a0bc560a1f5cac402c) >[Importing Data into HubSpot](https://www.hubspot.com/sales/crm-import?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) [![](https://cdn.loom.com/sessions/thumbnails/4f1074a4b0c64761b388812a6c059849-1688568457754-with-play.gif)](https://www.loom.com/share/4f1074a4b0c64761b388812a6c059849) #### Set and Customise blog [> How to set up and customise the blog ](https://www.loom.com/share/4f1074a4b0c64761b388812a6c059849) [> Theme settings](https://app-eu1.hubspot.com/settings/26327228/website/themes?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) [![](https://cdn.loom.com/sessions/thumbnails/de1bcbe7bd604fa2bc646e28b817089c-with-play.gif)](https://www.loom.com/share/de1bcbe7bd604fa2bc646e28b817089c) #### Understanding Email Preferences [> Manage your contacts' email subscriptions](https://knowledge.hubspot.com/contacts/manage-your-subscription-preferences-and-types?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) #### [![](https://cdn.loom.com/sessions/thumbnails/072a0ab6e3c84ed2aa229c3bc6ff4042-with-play.gif)](https://www.loom.com/share/072a0ab6e3c84ed2aa229c3bc6ff4042) #### Exploring the blog features [>Austin's theme and creator](https://app-eu1.hubspot.com/ecosystem/26327228/marketplace/website/austin-theme-by-makewebbetter?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) [>Themes guide](https://app-eu1.hubspot.com/ecosystem/26327228/marketplace/website/austin-theme-by-makewebbetter?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) [![](https://cdn.loom.com/sessions/thumbnails/24c402d753cf443a945da0ee39629317-with-play.gif)](https://www.loom.com/share/24c402d753cf443a945da0ee39629317) #### How to import Companies & Contacts >[Set up your import files](https://knowledge.hubspot.com/crm-setup/set-up-your-import-file?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) [![](https://cdn.loom.com/sessions/thumbnails/300d0a413c40428290972dd923146861-with-play.gif)](https://www.loom.com/share/300d0a413c40428290972dd923146861) #### Understanding Menus [> Understanding Menus - S](https://www.loom.com/share/300d0a413c40428290972dd923146861)[ettings and placements within templates ](https://www.loom.com/share/300d0a413c40428290972dd923146861) >[Set up your site's navigation menus](https://knowledge.hubspot.com/website-pages/set-up-your-site-s-navigation-menus?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853)   [![](https://cdn.loom.com/sessions/thumbnails/8581439e99e94f35a184b9c7327a935e-with-play.gif)](https://www.loom.com/share/8581439e99e94f35a184b9c7327a935e) #### Blog Settings [> Blog settings + Enabling Comments on/off](https://www.loom.com/share/8581439e99e94f35a184b9c7327a935e) [> Manage your blog template and settings](https://knowledge.hubspot.com/blog/manage-your-blog-template-and-settings?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__hsfp=3711104853) > The comments section of a blog can be toggled on/off from Settings > Website > Blog [![](https://cdn.loom.com/sessions/thumbnails/59c9611cb3d64f9eb032f575a35139c1-with-play.gif)](https://www.loom.com/share/59c9611cb3d64f9eb032f575a35139c1) #### GTS Training - [How to a property in HubSpot](https://app.tango.us/app/workflow/How-to-edit-a-property-in-HubSpot-511ee9ad87cd4c9781b6ee895c1a2c76)  - [How to create a property in HubSpot](https://app.tango.us/app/workflow/How-to-create-properties-in-HubSpot-3f9cfb7bddcf476abcd80bf723639043) - [How to create views in HubSpot](https://knowledge.hubspot.com/view-and-filter-lists?__hstc=251924502.65c158b2a2ae8343516009b4eab71955.1708472988258.1762283245256.1762287619237.203&__hssc=251924502.1.1762287619237&__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/windenergyireland" } ```