---
title: Sales/CRM HubSpot Education
description: Send personalized sales messages at scale with sequence, create tasks, deals, and views with this training.
---

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## 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.

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### 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.

## Training & Education

#### 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/)

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#### 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)

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