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Business

Manage Your Sales Pipeline Records With HubSpot

Learn HubSpot CRM setup, data hygiene, pipeline reporting, and sales forecasting workflows for SDR success.
Easy
1 hour
Interested in this free-access course?

CRM data ages fast. Industry estimates suggest CRM records decay by roughly a third every year. Owners change roles, contacts move companies, deals stall. By the time a new Sales Development Representative opens their pipeline on day one, a meaningful slice of the data inside it is already wrong.

The job of the modern SDR isn't just to fill the CRM. It's to keep it trustworthy enough that the weekly pipeline report can be published — and defended — without flinching.

This course is a short, practical companion to broader CRM strategy training: one focused lesson, designed for someone who is new to the SDR role or new to running a pipeline report under their own name.

Sign up now and learn to publish a pipeline report you can defend!

Learning outcomes

  • Manage sales pipeline records with HubSpot

Requirements

Familiarity with customer relationship management (CRM).

If you are unfamiliar with CRM, we recommend taking the following course: Manage Your Customer Relationships With CRM.

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Last updated: 5/29/2026
License

Business

Manage Your Sales Pipeline Records With HubSpot

Easy
1 hour
Free-access course