HubSpot

HubSpot CRM. 

 I explored the Contacts section in HubSpot CRM. I learnt how to create and manage contacts, assign lifecycle stages, track communication (like WhatsApp messages), associate deals and companies, and create support tickets. 

1. I created sample contacts.

2. I assigned lifecycle stages (Subscriber, Customer), added a note and also created a task.

3. I logged a WhatsApp message with a contact

4. I created a sample deal for a contact.

5. I created a quote for an existing deal.

6. I created a support ticket for a customer complaint.

7. I created a form to generate leads, published the form, copied and shared the link. A customer filled with and submiitted, automatically it was included in the submission section where submitted forms are located.

HUBSPOT MARKETING

I explored the marketing side of HubSpot to understand how businesses can reach their customers better. I practiced using tools like email marketing, contact lists, forms, and campaign tracking. Below are some screenshots showing what I worked on. 

I explored the marketing side of HubSpot to understand how businesses can reach their customers better. I practiced using tools like email marketing, contact lists, forms, and campaign tracking. Below are some screenshots showing what I worked on. 

I created a recruitment form, published and shared the link

I created an email campaign using hubspot, personalize each of the clickable button by inserting my "link URL" and sent it out to my selected contact

I created a marketing event

HUBSPOT COMMERCE

I used the Commerce section on HubSpot to learn how businesses can sell products and manage payments. I created a product with its name, price, and description, then generated an invoice for it.

I created some products

I created an invoice, added the billing contact, date, payment terms, due date, line items, quantity, unit price, unit discount, one-time discount, delivery charges, one-time tax for the entire product and finally, the customer received the email of the invoice.