All VAIL lessons

237 voice-guided lessons across 46 apps

Every lesson is spoken step by step, with an on-screen guide-circle in the real app. You do the clicking.

Your first full lesson is free

Showing 8 of 237

Beginner (4)

HubSpot CRM — Tutorial for Beginners

Guided HubSpot lesson: Tutorial for Beginners.

BeginnerHubSpot~60 min30 steps
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HubSpot: Add a Company Account

Add a company record to HubSpot so you can link its contacts and deals in one place. You'll open the Companies page, enter the company's name and domain, add any extra details, and create the record.

BeginnerHubSpot~12 min6 steps
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HubSpot: create a contact

Add a new contact to your HubSpot CRM from the Contacts index page. You'll open Contacts, start a new record, enter the person's name or email, and save it. You need a HubSpot account with permission to create contacts.

BeginnerHubSpot~10 min5 steps
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HubSpot: Create a Sales Pipeline Stage

Add a custom stage to your HubSpot deal pipeline so it matches how your team actually sells. You'll open the deal pipeline settings, pick your pipeline, add a stage like Negotiation, and save.

BeginnerHubSpot~12 min6 steps
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Intermediate (4)

HubSpot — Reports & Dashboards Tutorial

Guided HubSpot lesson: Reports & Dashboards Tutorial.

IntermediateHubSpot~26 min13 steps
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HubSpot: Create and Configure a Pipeline Stage

Create and configure a pipeline stage in HubSpot so deals can move through a clear sales process. You'll open deal pipelines settings, add a stage, set probability, and save.

IntermediateHubSpot~14 min7 steps
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HubSpot: Set Up Automated Deal Movement Between Stages

Set up automated deal movement between stages in HubSpot so deals advance when workflow criteria are met. You'll create a deal-based workflow, set enrollment triggers, add a stage-change action, and turn it on.

IntermediateHubSpot~14 min7 steps
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HubSpot: Set Up Automation with Workflows

Build a HubSpot workflow that automatically takes an action, like sending an email or creating a task, when a contact meets your criteria. You'll create a contact-based workflow from scratch, set an enrollment trigger, add an action, and turn it on. Full workflow features need a Professional or Enterprise plan.

IntermediateHubSpot~14 min7 steps
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