Risewell Homes · Learning library
Training
Setup, daily routines and step-by-step HubSpot guides.
Overall training progress0 of 23 complete
4 guides · Getting Started
Getting Started
Get Set Up
Connect Outlook email and calendar, install the HubSpot Sales add-in and finish your setup checklist.
Open guideCompleted steps0 of 6 completeStart Your Day
Use the Sales Workspace to review new contacts, tasks, meetings and follow-up activities.
Open guideCompleted steps0 of 4 completeSales Agent Standard Operating Procedure
How to use the Risewell Homes CRM Success Center every day: getting set up, working HubSpot, closing out meetings, recording conversations and keeping your training current.
Open guideUsing the HubSpot Mobile App at a Showing
Keep the CRM current from your phone: find the buyer, read the history, log the conversation, finish your tasks and capture what you saw — without treating the app as a full desktop replacement.
Open guide