HubSpot for Sales Professionals & Teams - Sales Fundamentals

HubSpot for Sales Professionals is a practical, hands-on course designed to help sales professionals use HubSpot confidently in their daily sales workflow — from first contact to closed deal.

This course is ideal if you’re using HubSpot as a sales rep, account executive, SDR, sales manager, or founder handling your own sales process, and you want to understand how sales teams actually use HubSpot in practice.

You’ll learn how to work with the HubSpot CRM, manage deals and pipelines, communicate with prospects, stay organized with tasks and meetings, and track sales performance using reports and dashboards — without unnecessary theory or marketing-focused features.

All lessons are based on the latest HubSpot interface and features (2026) and include practical, real-world examples you can follow along with inside your own HubSpot account.

Some sections cover paid HubSpot features, but everything is explained clearly so you understand:

• what’s available on the free plan

• what requires a paid Sales Hub seat

• and when it actually makes sense to upgrade

  
  

By the end of this course, you will be able to:

Work confidently with the HubSpot CRM as a sales professional

• Navigate contact, company, and deal records with ease

• Understand and use HubSpot properties correctly

• Customize CRM views so you always see the data you need

Track and manage your sales pipeline

• Create and manage deals inside HubSpot

• Build deal pipelines and stages that reflect a real sales process

• Use deal dashboards to track negotiations and revenue

Communicate effectively with prospects and customers

• Send one-to-one sales emails from HubSpot

• Create reusable email templates and snippets

• Schedule meetings using HubSpot meeting links

• Log calls, meetings, notes, and activities in the CRM

Stay organized and focused on the right opportunities

• Use tasks to manage daily sales follow-ups

• Work with target accounts and sales documents

• Understand how sales teams prioritize accounts and deals

Analyze sales performance using HubSpot reporting

• Use standard sales reports and dashboards

• Build custom sales reports using deals and companies data

• Understand pipeline metrics, deal amounts, and weighted revenue

• Explore AI-powered reporting features

Explore advanced sales, automation, and AI features

• Understand sales automation and sequences

• Learn how HubSpot’s AI tools (including Breeze) support sales teams

• Use AI agents for company research and sales opportunity discovery

You do not need a paid HubSpot account to follow this course. A free HubSpot account is enough to complete the core lessons, and we’ll create one together if needed.

Paid features are clearly marked throughout the course so you can skip or explore them depending on your access level.

About the instructor

I’m a certified HubSpot consultant and trainer, working with companies worldwide since 2018. I help sales teams and businesses set up HubSpot correctly, adopt it confidently, and use it as a practical sales tool — not just a CRM they log into once a week.

Here’s what one of my students said:

“I just completed the course — and my only reaction is: WOW! Super valuable for entrepreneurs, consultants, and small businesses. Thalita managed to transfer her rich knowledge in a meticulous and easy-to-follow way. I honestly never knew the actual possibilities of the HubSpot platform and now I finally do!”
— Tamara Biljman, Content Strategist

You can find more testimonials on my website. I take pride in supporting my students throughout the learning journey, and you’re always welcome to ask questions during the course.

— Thalita

Disclaimer

HubSpot for Sales Professionals is an independently developed course by Thalita Milan and has not been created, endorsed, or verified by HubSpot, Inc. HubSpot, Inc. has no liability related to this course.