Playbook
Sales hub configuration
Configure your sales team's HubSpot workspace so reps sell from one system: pipeline, meetings, sequences, quotes, and dashboards.
Introduction
A well-configured Sales Hub means your team spends time selling, not searching for information or doing admin work. This playbook covers every setup step from connecting a rep's inbox to building the dashboard they check every morning. You will configure deal pipelines that match your real sales process, set up meeting scheduling so prospects book without back-and-forth, build email templates and sequences for consistent outreach, enable calling with transcription, and wire up the handoffs that connect marketing, sales, and service into one flow. Each chapter is a standalone setup task. Work through them in order for a new account, or jump to the one you need if you are fixing an existing setup. By the end, your reps have a workspace where every tool, view, and report is configured for how they actually sell.
