Welcome
Red Door Homes HubSpot Sales Training
Everything you need to complete your HubSpot setup, manage your prospects and stay on top of your daily sales activity.
Start with setup
Overall training progress0 of 18 complete
Training modules
Work through them in order, or jump to what you need.
- Module 1
Get Set Up
Connect your email, calendar, Outlook and Microsoft Teams.
6 steps0 of 6 complete - Module 2
Start Your Day
Use the Sales Workspace to review new leads, tasks, appointments and follow-up activities.
3 sections0 of 3 complete - Module 3
Work a Prospect
Review contact history, communicate with prospects, record notes, schedule follow-up and use Breeze AI to prepare and draft faster.
6 sections0 of 6 complete - Module 4
Manage Your Pipeline
Update opportunities, deal stages, appointment outcomes and next steps.
3 sections0 of 3 complete
Five Daily Habits
Do these every day and HubSpot works for you instead of against you.
- 1Review your Sales Workspace every morning.
- 2Respond to new leads promptly.
- 3Log meaningful prospect communication.
- 4Keep contact and deal information current.
- 5Always create the next follow-up task.
“If it is not recorded in HubSpot, the team cannot see it, report on it or act on it.”
Setup checklist
Six short steps. Most agents finish in under an hour.