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HubSpot Sales
HubSpot with Enterprise for the Sales team
Before you get started
Workflow HubSpot-Enterprise
Enterprise integration
- Contacts and Companies
- HubSpot Deals pipeline and view
- Link a HubSpot customer to Enterprise
- Create and link an Enterprise quote to a deal
- Amount on Deal
- Multiple quotes/master quote on one deal
- Likelihood on Deal and quotes
- Web Quote Requests from eleiko.com
- Attach documents to Quotes
- Notifications/Deal moved regarding Expiry Date and Estimated Shipping Date.
- Update Expiry date
- Manually link an existing Enterprise quote to a HubSpot deal
- Link Order to HubSpot
- Enterprise Bundle Products
- Incorrect company linked to deal
HubSpot features
- Apply for Eleiko Certified Strength Facility
- Add and create views/tabs
- Advanced filter on Contact/Company/Deal
- Create and share meeting scheduling page (book a meeting link)
- Contact lists
- How to filter a dashboard
- HubSpot Dashboard
- HubSpot in your mobile
- HubSpot Sales Outlook add-in
- Log and track emails
- Add Deal Source to deal
- Log meetings on contacts
- Preferred currency in Deals Pipeline
- Send bulk emails to all your contacts
- Send emails inside HubSpot
- Use HubSpot Tasks
- View or Add Regional showroom