--- title: Sales/CRM Hall description: Send personalized sales messages at scale with sequence, create tasks, deals, and views with this training. --- [![HighRoad-Logo-2026-White](https://www.highroadsolutions.com/hs-fs/hubfs/2026%20-%20Logo/HighRoad-Logo-2026-White.png?width=239&height=95&name=HighRoad-Logo-2026-White.png "HighRoad-Logo-2026-White")](http://www.highroadsolution.com) [![HighRoad-Logo-2026-Blue](https://www.highroadsolutions.com/hs-fs/hubfs/2026%20-%20Logo/HighRoad-Logo-2026-Blue.png?width=120&height=48&name=HighRoad-Logo-2026-Blue.png "HighRoad-Logo-2026-Blue")](http://www.highroadsolution.com) ## Sales/CRM Training Hall Send personalized sales messages at scale with sequences, and explore tasks, deals, and views with this HubSpot sales training. Access the session pre-read materials (and refer to them post-session) and then join us on-demand to get your smarketing framework in place. ![](https://www.highroadsolutions.com/hs-fs/hubfs/HRS_new_email/spacer.gif?height=20&name=spacer.gif) ### Intro Video Explaining ## Sales/CRM Training Hall Send personalized sales messages at scale with sequences, and explore tasks, deals, and views with this HubSpot sales training. ## On-demand Sales CRM Video Sessions | [![Sales/CRM Training Hall Part 1: Principles](https://no-cache.hubspot.com/cta/default/345438/94ed0874-bae8-4ac2-8381-dbcd5ea61d7e.png)](https://cta-redirect.hubspot.com/cta/redirect/345438/94ed0874-bae8-4ac2-8381-dbcd5ea61d7e) | [![Product](https://no-cache.hubspot.com/cta/default/345438/6322dd2a-e00c-43c2-8e92-4b6a251c8ffb.png)](https://cta-redirect.hubspot.com/cta/redirect/345438/6322dd2a-e00c-43c2-8e92-4b6a251c8ffb) | [![People](https://no-cache.hubspot.com/cta/default/345438/f11d9df8-3774-4576-8a73-97dcccc50f15.png)](https://cta-redirect.hubspot.com/cta/redirect/345438/f11d9df8-3774-4576-8a73-97dcccc50f15) | | --- | --- | --- | | Part 1: Principles | Part 2: Product | Part 3: People | | --- | --- | --- |   ## Training Resources #### Presentation: Going Over Business Requirements Get in the right mindset for what to include in your integration with this presentation. [ Download ](https://www.hubspot.com/) ![](https://www.highroadsolutions.com/hs-fs/hubfs/HRS_new_email/spacer.gif?height=20&name=spacer.gif) #### Workbook: Business Requirements for Integration Configuration Begin with this workbook for filling out the fields, lists, and email preferences for your integration. [ Watch Now ](https://www.hubspot.com/) ![](https://www.highroadsolutions.com/hs-fs/hubfs/HRS_new_email/spacer.gif?height=20&name=spacer.gif) #### Workbook: Email Portfolio Assessment Take inventory and review your existing content and segmentation. [ Read More ](https://www.hubspot.com/) ![](https://www.highroadsolutions.com/hs-fs/hubfs/HRS_new_email/spacer.gif?height=20&name=spacer.gif) #### Video: How to Set Up Presets In this video, you will get an understanding of what presets are in Adestra and how they help you to automate set-up of email campaigns. [ Watch Now ](https://www.hubspot.com/) #### Create deals Use deals in HubSpot to track potential revenue through your sales process. [ Read More ](https://knowledge.hubspot.com/crm-deals/create-deals) #### View and filter records Index pages and include actions and filters you can use to customize and segment your records. [ Read More ](https://knowledge.hubspot.com/crm-setup/create-customize-and-manage-your-saved-views) #### Create  tasks Keep track of your to-do list in HubSpot by creating tasks. You can create tasks as reminders for specific records and manage multiple tasks in task queues. [ Read More ](https://knowledge.hubspot.com/tasks/create-tasks) #### Filter specific activities on a record timeline Filter the timeline on a record to display specific types of activities. You can also filter based on the users or teams who created the activity or are assigned to the task. [ Read More ](https://knowledge.hubspot.com/crm-setup/customize-activities-on-a-contact-company-deal-ticket-record-timeline) #### Create and edit sequences With the sequences tool, you can send a series of targeted, timed email templates to nurture contacts over time. [ Read More ](https://knowledge.hubspot.com/sequences/create-and-edit-sequences) ![highroad-logo-white](https://www.highroadsolutions.com/hubfs/2026%20-%20Logo/HighRoad-Logo-2026-White.png) P O Box 915 Ashburn, Virginia 20146 USA - [Privacy Policy](https://www.highroadsolutions.com/privacy-policy) - [Legal](https://www.highroadsolutions.com/legal) - ©   HighRoad Solution - Call us at (703) 297-8886 ### Let's get social: - [![youtube](https://www.highroadsolutions.com/hs-fs/hubfs/Highroad%20Template%202021/youtube.png?width=34&name=youtube.png)](https://www.youtube.com/user/HighRoadSol) - [![linkedin](https://www.highroadsolutions.com/hs-fs/hubfs/Highroad%20Template%202021/linkedin.png?width=34&name=linkedin.png)](https://www.linkedin.com/company/highroad-solution) - [![facebook](https://www.highroadsolutions.com/hs-fs/hubfs/Highroad%20Template%202021/facebook.png?width=34&name=facebook.png)](https://www.facebook.com/HighRoadSolution/) - [![twitter](https://www.highroadsolutions.com/hs-fs/hubfs/Highroad%20Template%202021/twitter-1.png?width=34&name=twitter-1.png)](https://twitter.com/highroadsol/) [Subscribe to our blog](https://www.highroadsolutions.com/blog-subscription) ![](https://dc.ads.linkedin.com/collect/?pid=63376&fmt=gif)