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Getting started with Hubspot
Getting started with Hubspot
Pam Solve avatar
Written by Pam Solve
Updated this week

Contents:

  1. Setting Up Hubspot Integration

  2. Importing lists

  3. Configuring Contact Filters

  4. Configuring Dialer Settings

    • Setting Up Parallel Dialing

    • Adding Phone Numbers

    • Enabling SmartFlow

    • Setting Up Voicemail

    • Checking Phone Number Health

    • Configuring SmartRotate

  5. Understanding the Dialing Experience

    • Viewing Prospect Information

    • Accessing Call History

    • Managing Notes

    • Tracking Signals

    • Using Nurture AI

    • Utilizing Battlecards

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