Good Shepherd Health

Employee Onboarding

All SOPs
04CRM

HubSpot CRM

What HubSpot is for

Leads
Customers
Referral sources
Sales opportunities
Tasks
Marketing activities
Customer communications

First-day setup

0/5

Contact management

  • Create new contacts immediately on receipt
  • Verify contact information for accuracy
  • Avoid duplicate records

Activity tracking

  • Log all calls, emails and meetings
  • Record notes immediately after interactions
  • Update deal stages promptly

Task management

  • Review assigned tasks daily
  • Complete tasks by their due dates
  • Update task status upon completion

Pipeline management

  • Maintain accurate opportunity records
  • Keep deal values and stages current
  • Escalate stalled opportunities to management