How to Use Hubspot Sales Tools Step by Step

Hubspot provides a full suite of sales tools inside its CRM so your team can organize prospects, log communication, and automate outreach without switching systems. This step‑by‑step guide shows you how to navigate the sales workspace, manage records, and work more efficiently.

Getting Started with Hubspot Sales Workspace

The sales tools live inside the CRM area where you manage contacts, companies, deals, and tasks. Begin by signing in with a user account that has sales permissions.

Access the sales tools menu in Hubspot

Sign in to your account.
Use the main navigation to open the CRM or Sales section.
Locate core objects such as Contacts, Companies, Deals, and Tasks.
Open one of these areas to see the available sales features.

The navigation layout may vary slightly depending on your subscription, but core records and engagement tools remain consistent.

Managing Contacts and Companies in Hubspot

Sales activity starts with accurate contact and company data. The sales tools help you create, filter, and update records so outreach is always targeted and current.

Create and edit contact records

Open the Contacts section.
Click the option to create a new contact.
Enter basic fields such as name, email, phone, and lifecycle stage.
Associate the contact with an existing company if available.
Save the record, then add extra properties like source, owner, and region.

From any contact record you can log calls, emails, meetings, and notes so your timeline shows a complete interaction history.

Work with company records in Hubspot

Go to the Companies section.
Create a new company or open an existing one.
Review key data such as domain, industry, and company owner.
Associate relevant contacts and deals with this company.

Keeping associations up to date helps sales reps quickly understand account context before outreach.

Tracking Deals and Revenue in Hubspot

Deal records capture the potential revenue tied to opportunities in your pipeline. They let you forecast and prioritize work using stages and values.

Create a new deal in your pipeline

Open the Deals area.
Click to create a new deal.
Select the appropriate pipeline if you use more than one.
Enter deal name, amount, close date, and stage.
Associate the deal with the correct contact and company.

Use stages that reflect your real sales process so reporting and forecasts stay accurate.

Update and move deals through stages

Drag and drop deals across column stages if you use board view.
Open any deal to update amount, probability, or close date.
Log activities such as emails, calls, and tasks directly on the deal timeline.
Use filters to focus on deals by owner, stage, or forecast category.

Consistent updates ensure the whole team shares the same understanding of pipeline health.

Using Hubspot Sales Engagement Tools

The platform includes tools for email, tasks, and meeting scheduling that reduce manual work and keep follow‑ups on time.

Log and send sales emails

Open a contact, company, or deal record.
Use the email engagement option on the timeline.
Select or connect a sending address if prompted.
Write your message or select an approved template.
Send or schedule the email and track opens and replies where available.

This keeps all communication attached to the correct record for future reference.

Schedule tasks to stay organized

From any record, create a follow‑up task.
Choose a task type such as call, email, or to‑do.
Set a due date, priority, and owner.
Add notes that describe what needs to be done.

Use the Tasks view to see daily activities across your pipeline and filter by owner, type, or due date.

Book meetings from inside Hubspot

Use the meetings scheduling tool if it is available in your subscription.
Connect your calendar so availability stays in sync.
Share your booking link with prospects by email.
Let meetings automatically appear on associated contact and deal records.

Automated scheduling cuts down on back‑and‑forth emails and saves time for selling.

Reporting on Sales Activity in Hubspot

Sales managers and reps can use built‑in reporting features to monitor outcomes and understand which activities drive results.

Review standard sales reports

Open the reporting or analytics section related to sales.
Look for standard reports such as deals created, deals closed, and activities completed.
Filter by owner, pipeline, or date range.
Pin key reports to dashboards for quick access.

These views highlight performance trends and show where coaching or process changes might be required.

Monitor individual rep activity

Filter timelines, deals, and tasks by owner.
Review recent calls, emails, and meetings.
Compare activity volume against results such as closed‑won deals.

This information helps leaders support reps with targeted training and realistic targets.

Learning More About Hubspot Sales Tools

The platform continues to evolve, so it is useful to review updated documentation and training resources on a regular basis.

You can explore additional product details and instructions for sales tools by visiting the official knowledge base at Hubspot sales tools documentation.

If you need strategic help implementing these capabilities across your organization, you can work with a consulting partner such as Consultevo to align process, configuration, and adoption.

Next Steps for Your Team

To get value quickly, introduce the core features in stages rather than all at once. Start with accurate contacts and companies, then roll out deal tracking, tasks, and email logging. Encourage every rep to keep records updated so your reporting and forecasts remain reliable.

As your usage matures, continue to review new sales tools, automation options, and analytics capabilities. Over time, the platform can become a single, reliable space where your team manages relationships, pipeline, and performance end to end.

Need Help With Hubspot?

If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.

Scale Hubspot

“`