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Logging In
Logging In
You should have received an email from HubSpot to set up your password and account.
*If you cannot find this email please contact us at admin@epicsalesgroup.com.au and we will resend.
From here on, you can access the whole platform directly on the web.
LOGIN using: https://app.hubspot.com/login OR www.hubspot.com
Connecting your phone number
Connecting your phone number
By adding your phone number to the system you can use the HubSpot call feature which gives you benefits like call recording.
This HubSpot Knowledge article will give you further information on why this feature can be so useful for your sales process.
Watch this video to find out how to connect your phone number.
EPIC Handy HubSpot How-tos_How to connect your phone number.mp4EPIC TIP: Place a call within 7 days of connecting your phone number, or it will disconnect you, and you will have to reactivate phone connection in settings.
Managing Notifications
Managing Notifications
You can customise your notifications to suit the way you work best and how you would prefer to be kept in the loop - through email / app notifications etc.
EPIC Handy HubSpot How-tos_How to manage your notifications.mp4Getting the HubSpot App
Getting the HubSpot App
With the HubSpot App you can access your contacts and deals whenever you need.
Never drop the ball—create tasks, reminders, and deals (for yourself or teammates)
Quickly send sales assets
Close more deals with faster emailing and meeting outreach
See who’s calling you with a detailed caller ID screen
Saving on typing time by using your microphone to dictate notes
Get real time notifications
Congratulations, you are now set up!
Congratulations, you are now set up!
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