My progress
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Points
0
Day streak
0
Level
Rookie
Completed
0/21
Your to-do list
21 left- Connect your work emailSetup · about 5 minutes
- Install the HubSpot Outlook add-inSetup · about 8 minutes
- Connect your Outlook calendarSetup · about 5 minutes
- Connect Microsoft TeamsSetup · about 5 minutes
- Confirm your email signatureSetup · about 6 minutes
- Review your personal profile and notificationsSetup · about 6 minutes
- Install the HubSpot mobile appSetup · about 5 minutes
- Sales WorkspaceStart Your Day
- Creating and filtering your contact listStart Your Day
- Reviewing and prioritising new contactsStart Your Day
- Working tasks and meetingsStart Your Day
- Finding and reviewing contactsWork a Prospect
- Understanding the contact activity timelineWork a Prospect
- Sending emails, templates and snippetsWork a Prospect
- Logging calls and adding useful notesWork a Prospect
- Scheduling meetings and creating follow-up tasksWork a Prospect
- Completing meetings set by the OSCWork a Prospect
- Using Breeze AI with a prospectWork a Prospect
- Managing dealsManage Your Pipeline
- Updating deal stagesManage Your Pipeline
- Recording meeting and sales outcomesManage Your Pipeline
Badges
First Step
Complete your first setup or training item.
Setup Champion
Complete all 7 HubSpot setup steps.
Morning Routine
Complete the Start Your Day module.
Prospect Pro
Complete the Work a Prospect module.
Pipeline Master
Complete the Manage Your Pipeline module.
3-Day Streak
Active 3 days in a row.
7-Day Streak
Active 7 days in a row.
30-Day Streak
Active 30 days in a row.
EQ Certified
Complete all setup and training modules.
Module breakdown
Setup0 of 7 complete
Sales Workspace, contacts, tasks and meetings0 of 4 complete
Contacts, timeline, emails, calls, notes, meetings and Breeze AI0 of 7 complete
The EQ Homes Sales Pipeline, stages and outcomes0 of 3 complete
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