Mc Module 1

👋 Welcome — Intro & Disclaimer

Note: Complete in one sitting. Refresh clears unsaved progress.

You’ll learn: navigation, contacts/companies, tasks, logging, templates/snippets, deals pipeline, and dashboards.

Use Next to continue.

📚 What is a CRM? (Video)

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🧠 Quick Check

1) What does CRM stand for?

Client Relationship Model Customer Relationship Management Customer Record Module

2) Who uses HubSpot at TES?

Only leadership Only interns Team members who work with brands & creators

3) Why is it important to log every email?

For legal reasons only To track conversations, accountability, and results No need to log emails

🧭 Navigating HubSpot (Video)

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🛠️ Mock #1 — Dashboard Update (Select-to-Apply)

Find the NYC brand and set its Status using the dropdown. Then write a quick reflection.

Brand	Location	Owner	Last Email
GlowSkin Co.	LA	Karen	2d ago
UrbanBrew	NYC	Linda	1d ago
CalmNest Home	Austin	Jenna	3d ago

Target: UrbanBrew (NYC) must be set to Replied.

Reflection

Set UrbanBrew to “Replied” and add a reflection (≥ 12 chars).

👤 Managing Contacts — Required Fields

In HubSpot, when you create a new Contact, capture these to keep reporting clean.

Name (First/Last)
Email
Company (or associated brand)
Status / Lifecycle Stage (Lead, MQL, SQL, etc.)

Type three required fields you’d fill when adding a new Contact:

🏷️ Mock #2 — Add a Company

Fill the form, then submit. Your company will appear below in “Recently Created”.

Company Name

Company Domain

Primary Contact Email

Phone

Lifecycle Stage

Owner

Fill required fields and submit.

Recently Created

Company	Domain	Email	Stage	Owner

📅 Log Communication & Create a Follow-up

Today 9:15 AM

Email logged — UrbanBrew: Intro pitch sent

Yesterday 4:02 PM

Task completed — Follow up with GlowSkin Co.

Create one follow-up task (appears above in the timeline):

Task Title Due in (days)

✉️ Email Templates & Snippets

Write one line using a placeholder like [Brand Name] so your message stays personalized.

▶️ YouTube Video (Gated)

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📊 Mock #3 — Deals Pipeline

Drag deals across stages. Move UrbanBrew — Collab to Proposal.

New

UrbanBrew — Collab
Owner: Linda

GlowSkin — Gifted
Owner: Karen

Contacted

Qualified

Proposal

Won/Lost

Move “UrbanBrew — Collab” into the “Proposal” column.

📧 Mock #4 — Log an Email

Choose Template To Subject Body

Recent Activity

🎉 Completion — Module 1

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Module 1 — HubSpot Basics