Marketing Knowledgebase for LoanStream

Must Complete Step 1 - HubSpot Setup for Sales

January 23, 2020 1:28:39 PM PST by Tom Shaw

 

Check out this Video

 

 
Your quick reference to Day One in HubSpot.  Setting up your account and the important items to configure including:
  • Email Signatures
  • Notification Types and methods
  • Resetting your password
  • Setting up your timezone and profile

This is an important first step to get the most out of HubSpot.

Tags: Setup, Account Executive, Sales

Tom Shaw

Written by Tom Shaw

Chief Marketing Officer at LoanStream Mortgage