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HubSpot Sales Training Hub
Get started and 'frame' your skills, 'zoom' in on excellence, and 'fine-tune' your approach to selling security.
Sales Team Information
Getting Started
Sales Processes
- Creating a Deal in HubSpot
- Crafting Quotes in HubSpot
- Revising Published Quotes in HubSpot
- Submitting Quotes for Processing
- Order Processing Pipeline Overview
- Adding a New Payment Method [HubSpot → NetSuite]
- Scheduling System Design Workflow Tiers 1 & 2 and Enterprise/Free
- Inactive Line Item Workflow
- Dispositioning Deals that are Lost
- Expiring Deal Process
- Introducing Deal Splits and Secondary Owners
- Daily Call Views
- Company Status Request Process
- SDR Process for Demos & Re-Assigning Sales Rep
- Sales Admin Process for Scheduling Demos
- Contact No Longer Employed, Remove Association
- Requesting Price Sheet Additions or Removals
- How the Dealer Access to the Price Sheet Works