Kursinnhold

Marketing and CRM Mastery with HubSpot

1. Getting Started with HubSpot

Introduction to HubSpot Navigating and Customizing Your Dashboards Adding and Importing Contacts in HubSpot Organizing Contacts with Lists in HubSpot

2. Content Creation and Campaigns

Creating Landing Pages Setting Up Email Marketing Campaigns Blogging with HubSpot Managing and Creating Deals

3. Marketing Automation and CRM

Introduction to Workflows Task and Activity Management Lead Scoring and Nurturing Using HubSpot Snippets

4. Advanced Features and Integrations

Exploring HubSpot's App Marketplace Creating Lead Capture Forms and Automating Follow-Ups Managing Payments and Invoices Mastering HubSpot for Business Growth

Managing Payments and Invoices

Managing payments and invoices directly within HubSpot helps streamline your sales process, making it easier to close deals and get paid faster.

Walk through how to set up payments, create invoices, and efficiently track transactions within HubSpot.

Conclusion

HubSpot's Payments and Invoices tools make it easy to create, send, and track invoices while offering clients a seamless payment experience.

By managing billing directly in HubSpot, you can reduce friction in the sales process and keep all your client interactions in one system.

1. Where do you go to set up payments in HubSpot?

2. Which payment processor is commonly used with HubSpot?

3. What types of invoices can you create in HubSpot?

4. How can you track the status of sent invoices?

Where do you go to set up payments in HubSpot?

Select the correct answer

Sales → Deals

Commerce → Payments

Marketing → Payments

Reports → Transactions

Which payment processor is commonly used with HubSpot?

Select the correct answer

Stripe

PayPal

Square

Authorize.net

What types of invoices can you create in HubSpot?

Select the correct answer

Only recurring invoices

Only one-time invoices

Both one-time and recurring invoices

No invoicing is available

How can you track the status of sent invoices?

Select the correct answer

By checking email responses

Manually following up with clients

In Commerce → Payments under the status column

Using an external accounting tool

Alt var klart?

Hvordan kan vi forbedre det?

Takk for tilbakemeldingene dine!

Seksjon 4. Kapittel 3

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Kursinnhold

Marketing and CRM Mastery with HubSpot

1. Getting Started with HubSpot

Introduction to HubSpot Navigating and Customizing Your Dashboards Adding and Importing Contacts in HubSpot Organizing Contacts with Lists in HubSpot

2. Content Creation and Campaigns

Creating Landing Pages Setting Up Email Marketing Campaigns Blogging with HubSpot Managing and Creating Deals

3. Marketing Automation and CRM

Introduction to Workflows Task and Activity Management Lead Scoring and Nurturing Using HubSpot Snippets

4. Advanced Features and Integrations

Exploring HubSpot's App Marketplace Creating Lead Capture Forms and Automating Follow-Ups Managing Payments and Invoices Mastering HubSpot for Business Growth

Managing Payments and Invoices

Managing payments and invoices directly within HubSpot helps streamline your sales process, making it easier to close deals and get paid faster.

Walk through how to set up payments, create invoices, and efficiently track transactions within HubSpot.

Conclusion

HubSpot's Payments and Invoices tools make it easy to create, send, and track invoices while offering clients a seamless payment experience.

By managing billing directly in HubSpot, you can reduce friction in the sales process and keep all your client interactions in one system.

1. Where do you go to set up payments in HubSpot?

2. Which payment processor is commonly used with HubSpot?

3. What types of invoices can you create in HubSpot?

4. How can you track the status of sent invoices?

Where do you go to set up payments in HubSpot?

Select the correct answer

Sales → Deals

Commerce → Payments

Marketing → Payments

Reports → Transactions

Which payment processor is commonly used with HubSpot?

Select the correct answer

Stripe

PayPal

Square

Authorize.net

What types of invoices can you create in HubSpot?

Select the correct answer

Only recurring invoices

Only one-time invoices

Both one-time and recurring invoices

No invoicing is available

How can you track the status of sent invoices?

Select the correct answer

By checking email responses

Manually following up with clients

In Commerce → Payments under the status column

Using an external accounting tool

Alt var klart?

Hvordan kan vi forbedre det?

Takk for tilbakemeldingene dine!

Seksjon 4. Kapittel 3