---
# System prepended metadata

title: '✍️ Assignment: Get onboarded to all tools'
tags: [Module 5]

---

---
tags: Module 5
---
# ✍️ Assignment: Get onboarded to all tools
There are three main applications you will be using in your day-to-day prospecting activities at Hyrise Academy (and likely in your new job too).

Let's set them up!
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## 1. Your professional mail account
You are going to use a professional email for all your prospecting activities. This email address is provided by your training company and needs to be set up by you.
- You should have received an invite to set up your professional mail account: sent to your **personal mail account** that we have on file (please ping your student success manager if you haven't!).
- Follow the instructions in the email to set up your email account.
- Once you are done, set up your professional email signature (see instructions in the onboarding document).
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## 2. Hubspot: Our CRM

Your CRM will be a key asset to complete your mission. We will be using one of the most intuitive and yet powerful CRM's out there: **Hubspot!** 

Let's set it up!

- You should have received an invite to join Hyrise Academy's Hubspot account: sent to your ==professional mail account== provided by your training company (please ping your student success manager if you haven't!).
- Follow the instructions in the email to set up your account.


Familiarize yourself with the look and feel. This will be your single point of reference for all interactions with leads and companies. 

To familiarize yourself with it, we recommend: 

1. **Connect Hubspot with your professional mail account.**

<div style="position: relative; padding-bottom: 56.25%; height: 0;"><iframe src="https://www.loom.com/embed/d8379f654f184ff1b52d27c699712474" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>

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2.  Watch this brief intro to Hubspot video. 

{%youtube qDCyvvdzND4 %} 

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3. Visit [Hubspot Academy](https://academy.hubspot.com/courses?page=1) and browse their course list. We recommend you take the "HubSpot Sales Software" course. See below.

<div style="position: relative; padding-bottom: 56.25%; height: 0;"><iframe src="https://www.loom.com/embed/40a83c15ec9e47749d2fa6108f538af3" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>

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:::warning
**Note:** From now on, make sure you are consistently using your CRM. In other words, track all your interactions with leads and prospects consistently: enter correct names and titles, add notes after each conversation / call, schedule reminders for follow ups and so forth. 
:::

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## 3. Aircall: Our integrated calling software

Aircall is the calling software we will be using for all inbound and outbound calls. It will allow you to dial and call directly, and record all your calls so we can listen in and provide feedback.

Let's get it set up!

- You should have received an email with your credentials: sent to your ==professional mail account== (please ping your coach if you haven't!). 
- Follow the instructions listed in the email. You can also access the instructions [here](https://assets.ctfassets.net/0kz5nrpxuzuo/5efS4LkQJV8rKJ07OlGSB/53bbc4223e357ee97eb6f2083a81814d/EN_User_Onboarding_Guide.pdf). You need to download the Aircall softclient to your computer. 

Once it's done, watch the following video on how you can call out of Hubspot directly.


<div style="position: relative; padding-bottom: 56.25%; height: 0;"><iframe src="https://www.loom.com/embed/d0281f19ecb7418c8ba9a6f68041f0c4" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>



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## 🤔 What's next?

Once you're all set up with your professional mal account, Hubspot and Aircall, and you've watched the Hubspot onboarding videos mentioned above, **please reply "done" below.**


By now you should have:

- A validated list of leads ready to contact
- Your mail account to start sending professional mails
- Your Hubspot account set up and ready to manage all lead activity
- You Aircall account ready to start logging some calls

There is only *one final step* remaining for your setup....

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