Summary

By completing the steps in this chapter, you now have a clearly defined sales process set up in HubSpot and your sales teams can now begin following through with respective opportunities until they are closed-won. Note that although many companies have operated thus far without such a process, having one brings a level of clarity to the team and management on exactly where prospects stand and allows them to see which opportunities currently exist in their pipeline, the stages they are at, and when it is forecast that they will be closed.

In the next chapter, we will learn how to manage HubSpot CRM and Sales Hub for sales teams and managers. We will also learn how to use the HubSpot tools to create meetings, tasks, and functions only designed for sales.