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There are a lot of difference here and systems on the market, for example, Salesforce, Zosia, am

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I right?

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And Hasbrook really does have support as an example as it is free to start into a deep and provides

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a ton of different options apart from storing and analyzing context on.

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To set up, perhaps account, go to the Hapsburg dot com website, click on to get HubSpot free button

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in the right corner, then click on Get Free CRM.

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Type your first name, last name and email address or sign up with Google account.

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Click next, then confirm your e-mail by clicking a link in your mailbox.

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Then enter your password.

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Next, specify your company name and domain.

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And the last step provides some details about your business.

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Click on the sign up button.

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Then it will have an option to what ademar of the system, depending on your role in the organization

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after that, as with every CRM, you need to configure your account.

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We will cover only the most important configuration options for Carsia and functionalities as this is

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a general digital marketing and advertising course and not the but marketing course.

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Let's close the suggested configuration option for the chosen role.

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All configuration options can be found under the setting stop from the top navigation marked with the

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gear icon.

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Let's start with connecting your email so all the emails you sent and receive are automatically starting

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HubSpot.

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You and co-workers from your company will be then able to see the full history of the conversation of

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the client, chose integrations from the left panel, then email integration's.

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And Connect and inbox.

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Choose your provider from the list, we will choose Google, then you see what will be possible thanks

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to the integration.

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Apart from email visibility, you will have an option to schedule meetings in your Google calendar directly

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from the CRM.

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Click continue and allow HubSpot to access your Google account.

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After some tests, the integration is already.

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You can also download and install browser extension to make it even more comfortable with extension,

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you will be able to log email into CRM automatically to e-mail opens and use email templates to save

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time.

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It's highly recommended, but as we just want to illustrate the tracking concept, we will not install

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it to track e-mail without extension, you need to manually include the HubSpot address each time you

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sent an email.

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You want to track?

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We will quickly test it.

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Go to the contract up.

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Copy the ABC address.

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Go to your e-mail, right, and your e-mail and post the carpet address into the backfield.

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Once you're finished, send email.

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Go to the contacts tab where all of your contacts are start, you can see then your contact was created.

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When you click on the contact, you can also see that the email is saved and assigned to this account.

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We will have a closer look at the contacts in the next video.

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We go back to the Settings tab.

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Next thing you would like to do is to install CRM tracking code on your website.

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This will allow you to see exactly what your contacts are doing on your website, how much time they

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contact spent, what pages were visited and so on.

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Implementation may look similar to you as we've seen this process a lot in the previous chapter.

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Go to the tracking code from the left navigation copy and paste tracking code into every page of your

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site just before the body tack again with Google Tech Manager or WordPress plugin.

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You can do it very quickly next week during the configuration phase is to import all of the contacts

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you already have.

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We have a list of contacts in Excel on our desktop to import these contacts, go to the contacts tab

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and click on the import button.

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Click on import and file from the computer.

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Click next.

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Choose one file and click next.

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Choose one object, because we only want contact data to be important confirmed that we want to empower

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contacts, click next and drag and drop your file.

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Remember that to part correctly, you need only one type of data and you need to head around your table,

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you can click on the link to see other guidelines.

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Click next, now it's time to match our columns to the fields or properties in HubSpot, some of them

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will be automatically matched, for example, email others you have to match manually.

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So Naimi will be first name, surname, will be last name and so on.

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If you don't see the appropriate property, you can click on create a your property, for example,

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we have a long preferred form of contact.

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Select that it is contact information, give it a name and optional description.

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Just whether it is a TextField number or drop down for us, it is urtext click create.

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If you don't want to import any column, you just select the option.

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Don't import the column.

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Once you make a decision on all of the columns, you can click next.

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If you want, you can create a list of contacts from this import list are very useful to segment contacts

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in your database, you can create lists such as high spenders or list of contacts assigned to a particular

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service and more.

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Also, you must agree that it is your list of contacts, not somebody.

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Least once you confirm that, you can finish your import.

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If you already had some contacts from the import, find HubSpot.

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Their information will be updated.

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After a while, all your contacts will be visible in the contact stap.

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You've seen some basic configuration options you should make in a serum system, in other systems,

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these steps are very similar.

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Other configuration options include connecting your social media profiles to pass directly from serum,

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connecting Google ads, account to run ads directly from CRM, migration of contacts from your e-mail

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systems defining the early stages and hundreds more.

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And this is outside of the scope of this course.

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In the next video, we'll take a closer look at the most basic functionality of CRM system, which is

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context, storage and management.