HubSpot for Sales · Rep setup

Get set up to book your first meeting this week

Each step takes a minute or two. Work top to bottom, and your progress saves right here as you check things off. You can do almost all of this yourself. Where a step needs your admin, it says so.

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Connect

Do these on day one. They power everything else.

Connect your email inbox Send and log emails from inside HubSpot, and see when a prospect opens or replies. Works with Gmail, Outlook / Office 365, Exchange, or IMAP. Open in HubSpot → Connect your calendar and turn on Meeting Notetaker Your calendar powers your scheduling link and keeps you from getting double-booked. While you're here, turn on Meeting Notetaker so AI joins your calls, records, transcribes, and hands you a summary with action items. Both live on the same page. Open in HubSpot →

Notetaker never joins your calls? You need an assigned Sales seat, and your admin has to turn on call recording and transcription for the org. Ask them.

Install the HubSpot Sales extension Real-time alerts when a prospect opens your email or replies, plus one-click logging from your inbox. Pick the one for your email: Gmail (Chrome) Outlook / Office 365 Download the mobile app Update deals, check contacts, and log activity from anywhere. Scan with your phone to grab it. Works on iPhone and Android.
On a computer? Open the link →

Reach out

Everything you need to start reaching prospects.

Create your scheduling link Your own "book a meeting" page so prospects grab time on your calendar without the back-and-forth. Drop it in your emails and signature. Open in HubSpot → Enroll contacts in a sequence Sales Pro / Enterprise A series of timed, automated follow-up emails and tasks so no lead goes cold. Your team's sequences are ready to use. Open in HubSpot →

Don't see sequences, or can't enroll? You may not have a Sales seat yet, and your admin needs to have shared the team sequences. Ask them to check both.

Calls & deals

Talk to buyers and turn conversations into pipeline.

Set up calling Activate your HubSpot number, or connect your own, to call from HubSpot and get automatic AI call notes. Open in HubSpot → Create your first deal Track a real opportunity with an amount, stage, and close date, then watch it move across your pipeline. Open in HubSpot → Work your pipeline in the sales workspace One place to prioritize your day: your tasks, leads, and deals together. Open in HubSpot →

Pipeline stages look generic? Your admin may not have customized them to your team's process yet. Fine to start, just flag it.

Level up (optional)

Nice extras once the basics are in.

Save your own email templates Your team may already share a set of templates. If you send the same message a lot, save your own so you never rewrite it, and reuse it as a sequence step. Open in HubSpot → Take the Sales Software certification A short course that walks the whole toolkit if you want the full tour. Open in HubSpot →

More admin resources → admins.hubspot.com