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HubSpot Practical Training Problem Set


    1. Connect your email
      Instructions can be found in the first 24-hours guide.

    2. Add a new CONTACT to HubSpot from the Gmail extension
      1. Find a client or contact in your inbox that is NOT already in the CRM
      2. Add them via the Gmail extension
      3. Confirm First Name, Last Name, and Job Title
      4. Set the contact as a LEAD

    3. Create a new COMPANY in HubSpot
      1. Search for an existing company in HubSpot and confirm that the company doesn’t already exist
      2. Add the company via the global add button 
      3. Ensure you use the company domain name

    4. Create a new DEAL from your new Company record
      1. Use the naming convention: Client – Project – YearQuarter
      2. Deal Type should be New Business
      3. Use your agency and practice
      4. Use estimated budget of $10.44
      5. Choose dates in the future

    5. Create LINE ITEMS on your new deal
      1. Add a 12-month retainer and assign it to your practice
        1. This retainer should be $5/month
      2. Add a project and assign it to another practice
        1. This project should cost $25
      3. Save these line items to update your deal amount
    6. Move your deal to the Submitted Stage