Get started with Sales Hub

Get started with your HubSpot Sales Hub Starter, Professional, or Enterprise account with these resources.

1. Set up your HubSpot account

• Browsers supported by HubSpot
• Add and delete users
• Create and edit teams (Sales Hub Professional and Enterprise only)
• Change language and region settings
• Get help with HubSpot

2. Install HubSpot Sales and connect your inbox

• Install HubSpot Sales for Gmail, Office 365, and Outlook desktop
• HubSpot features supported by your email provider and require a connected inbox
• Connect your inbox to HubSpot

3. Import data into your HubSpot account

• Import contacts, companies, deals, tickets, or products
• Associate records via import
• Assign ownership of records

4. Get started with HubSpot Sales tools

• Understand your sales dashboard
• View your sales notifications in the activity feed
• Create and use snippets
• Use sales email templates
• Use the calling tool
• Set up the meetings tool
• Use documents
• Use sequences (Sales Hub Starter, Professional and Enterprise only)
• Track prospects
• Get started with conversations
• Create chatflows
  
• Create goals
• Create, clone, and delete dashboards (Sales Hub Professional and Enterprise only)
• Create contact-based workflows (Sales Hub Professional and Enterprise only)
• Create company-based, deal-based, ticket-based, or quote-based workflows (Sales Hub Professional and Enterprise only)
• Use products (Sales Hub Professional and Enterprise only)
• Create and share quotes (Sales Hub Professional and Enterprise only)
• Create custom reports (Sales Hub Professional and Enterprise or Reporting add-on only)
• Use playbooks (Sales Hub Enterprise only)
• Determine likelihood to close with predictive lead scoring (Sales Hub Enterprise only)
• Create custom events (Sales Hub Enterprise only)