# HubSpot Advanced CRM Coaching **URL:** \ **Category:** HubSpot Coaching & Success Resources\ **Created:** [May 10, 2024, 9:54pm UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940 "2024-05-10T21:54:38Z")\ **Posts on this page:** 20\ **Page:** 1
**Author:** ![sarahchapman](https://avatars.discourse-cdn.com/v4/letter/s/858c86/32.png) [@sarahchapman](https://community.hubspot.com/u/sarahchapman)\ **Post date:** [May 10, 2024, 9:54pm UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/1 "2024-05-10T21:54:38Z")
![CST Community Instructions.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/2/6/26d45111a0fcf1a968e7555dccb7ece07b4b0d3c.png) During these sessions, we explore Professional+ tools that can assist in enhancing and managing a more organized database, refining user permissions, leveraging calculated properties, deduplicating records, and more! Please view the comments below for specific resources and recordings from previous sessions. ---
**Author:** ![sarahchapman](https://avatars.discourse-cdn.com/v4/letter/s/858c86/32.png) [@sarahchapman](https://community.hubspot.com/u/sarahchapman)\ **Post date:** [May 10, 2024, 9:57pm UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/2 "2024-05-10T21:57:42Z")
# HubSpot Advanced CRM Small Group Coaching (August 18, 2023) During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!) For those that could not attend, **[here is a link to the recording](https://share.vidyard.com/watch/gkc2pycKpBzMS4hK1PoZZz?).** Resources referenced in the session: - [Customize record sidebars](https://knowledge.hubspot.com/crm-setup/customize-record-sidebars) - [Deduplicate records in HubSpot](https://knowledge.hubspot.com/crm-setup/deduplication-of-contacts-companies-deals-tickets#:~:text=create%20new%20records.-,Manually%20deduplicate%20contacts%20and%20companies%20(Professional%20and%20Enterprise%20only),-Users%20with%20Edit) - [Create and use association labels](https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels) - [Create and manage teams](https://knowledge.hubspot.com/account/create-and-manage-teams) - [HubSpot user permission guide](https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide) - [Create calculation properties](https://knowledge.hubspot.com/crm-setup/create-calculation-properties) - [Remove HubSpot users](https://knowledge.hubspot.com/settings/deactivate-hubspot-users) - [Monitor your email health](https://knowledge.hubspot.com/email/monitor-your-email-sending-reputation-with-the-email-health-tool) - [Utilize HubSpot’s projects tool](https://knowledge.hubspot.com/resources/how-to-use-the-hubspot-projects-tool) - [Project Management Integrations](https://ecosystem.hubspot.com/marketplace/apps/productivity/project-management) ---
**Author:** ![sarahchapman](https://avatars.discourse-cdn.com/v4/letter/s/858c86/32.png) [@sarahchapman](https://community.hubspot.com/u/sarahchapman)\ **Post date:** [May 10, 2024, 9:57pm UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/3 "2024-05-10T21:57:58Z")
# HubSpot Advanced CRM Small Group Coaching (February 8, 2024) During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!) For those that could not attend, [**here is a link to the recording.**](https://share.vidyard.com/watch/8tBwEyS3bDFtoFeAX37VUe?) Resources referenced in the session: - [Customize record sidebars](https://knowledge.hubspot.com/crm-setup/customize-record-sidebars) - [Deduplicate records in HubSpot](https://knowledge.hubspot.com/crm-setup/deduplication-of-contacts-companies-deals-tickets#:~:text=create%20new%20records.-,Manually%20deduplicate%20contacts%20and%20companies%20(Professional%20and%20Enterprise%20only),-Users%20with%20Edit) - [Create and use association labels](https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels) - [Create and manage teams](https://knowledge.hubspot.com/account/create-and-manage-teams) - [HubSpot user permission guide](https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide) - [Create calculation properties](https://knowledge.hubspot.com/crm-setup/create-calculation-properties) - [New Advanced Calculated Property Editor Option](https://knowledge.hubspot.com/properties/create-calculation-properties#custom-equation-syntax) - [Set up conditional logic for enumeration properties](https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumeration-properties) ---
**Author:** ![sarahchapman](https://avatars.discourse-cdn.com/v4/letter/s/858c86/32.png) [@sarahchapman](https://community.hubspot.com/u/sarahchapman)\ **Post date:** [May 10, 2024, 9:58pm UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/4 "2024-05-10T21:58:21Z")
# HubSpot Advanced CRM Small Group Coaching (February 21, 2024) During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!) For those that could not attend, [**here is a link to the recording.**](https://share.vidyard.com/watch/xrhE6Z14u21BuuEUd3bJCQ?) Resources referenced in the session: - [Customize record sidebars](https://knowledge.hubspot.com/crm-setup/customize-record-sidebars) - [Deduplicate records in HubSpot](https://knowledge.hubspot.com/crm-setup/deduplication-of-contacts-companies-deals-tickets#:~:text=create%20new%20records.-,Manually%20deduplicate%20contacts%20and%20companies%20(Professional%20and%20Enterprise%20only),-Users%20with%20Edit) - [Create and use association labels](https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels) - [Create and manage teams](https://knowledge.hubspot.com/account/create-and-manage-teams) - [HubSpot user permission guide](https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide) - [Create calculation properties](https://knowledge.hubspot.com/crm-setup/create-calculation-properties) - [Merge Records in HubSpot](https://knowledge.hubspot.com/records/merge-records) ---
**Author:** ![sarahchapman](https://avatars.discourse-cdn.com/v4/letter/s/858c86/32.png) [@sarahchapman](https://community.hubspot.com/u/sarahchapman)\ **Post date:** [May 10, 2024, 9:58pm UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/5 "2024-05-10T21:58:34Z")
# HubSpot Advanced CRM Small Group Coaching (March 14, 2024) During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!) For those who could not attend, [**here is a link to the recording.**](https://share.vidyard.com/watch/dcMWQT2hJopjFucVAuWoHA?) Resources referenced in the session: - [Customize record sidebars](https://knowledge.hubspot.com/crm-setup/customize-record-sidebars) - [Deduplicate records in HubSpot](https://knowledge.hubspot.com/crm-setup/deduplication-of-contacts-companies-deals-tickets#:~:text=create%20new%20records.-,Manually%20deduplicate%20contacts%20and%20companies%20(Professional%20and%20Enterprise%20only),-Users%20with%20Edit) - [Create and use association labels](https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels) - [Create and manage teams](https://knowledge.hubspot.com/account/create-and-manage-teams) - [HubSpot user permission guide](https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide) - [Create calculation properties](https://knowledge.hubspot.com/crm-setup/create-calculation-properties) - [New Advanced Calculated Property Editor Option](https://knowledge.hubspot.com/properties/create-calculation-properties#custom-equation-syntax) - [Set up conditional logic for enumeration properties](https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumeration-properties) ---
**Author:** ![sarahchapman](https://avatars.discourse-cdn.com/v4/letter/s/858c86/32.png) [@sarahchapman](https://community.hubspot.com/u/sarahchapman)\ **Post date:** [May 10, 2024, 9:58pm UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/6 "2024-05-10T21:58:47Z")
# HubSpot Advanced CRM Small Group Coaching (March 20, 2024) During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!) For those that could not attend, [**here is a link to the recording.**](https://share.vidyard.com/watch/bdbVwhacgJ8wkxTyZLS7kR?) Resources referenced in the session: - [Customize record sidebars](https://knowledge.hubspot.com/crm-setup/customize-record-sidebars) - [Deduplicate records in HubSpot](https://knowledge.hubspot.com/crm-setup/deduplication-of-contacts-companies-deals-tickets#:~:text=create%20new%20records.-,Manually%20deduplicate%20contacts%20and%20companies%20(Professional%20and%20Enterprise%20only),-Users%20with%20Edit) - [Create and use association labels](https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels) - [Create and manage teams](https://knowledge.hubspot.com/account/create-and-manage-teams) - [HubSpot user permission guide](https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide) - [Create calculation properties](https://knowledge.hubspot.com/crm-setup/create-calculation-properties) - [Remove HubSpot users](https://knowledge.hubspot.com/settings/deactivate-hubspot-users) - [Monitor your email health](https://knowledge.hubspot.com/email/monitor-your-email-sending-reputation-with-the-email-health-tool) - [Utilize HubSpot’s projects tool](https://knowledge.hubspot.com/resources/how-to-use-the-hubspot-projects-tool) - [Project Management Integrations](https://ecosystem.hubspot.com/marketplace/apps/productivity/project-management) ---
**Author:** ![sarahchapman](https://avatars.discourse-cdn.com/v4/letter/s/858c86/32.png) [@sarahchapman](https://community.hubspot.com/u/sarahchapman)\ **Post date:** [May 10, 2024, 9:58pm UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/7 "2024-05-10T21:58:56Z")
# HubSpot Advanced CRM Small Group Coaching (April 4, 2024) Hi Community! During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!). For those that could not attend, [**here is a link to the recording.**](https://share.vidyard.com/watch/uAptAvtFTPMDBV82uPZzFh?) Resources referenced in the session: - [Customize the left record sidebar](https://knowledge.hubspot.com/crm-setup/customize-record-sidebars) - [Customize the middle column of records](https://knowledge.hubspot.com/object-settings/customize-the-middle-column-of-records) - [Customize the right record sidebar](https://knowledge.hubspot.com/object-settings/customize-record-right-sidebar) - [Create calculation properties](https://knowledge.hubspot.com/crm-setup/create-calculation-properties) - [Deduplicate records in HubSpot](https://knowledge.hubspot.com/crm-setup/deduplication-of-contacts-companies-deals-tickets#:~:text=create%20new%20records.-,Manually%20deduplicate%20contacts%20and%20companies%20(Professional%20and%20Enterprise%20only),-Users%20with%20Edit) - [Create and use association labels](https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels) - [Create and manage teams](https://knowledge.hubspot.com/account/create-and-manage-teams) - [HubSpot user permission guide](https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide) - [Remove HubSpot users](https://knowledge.hubspot.com/settings/deactivate-hubspot-users) ---
**Author:** ![sarahchapman](https://avatars.discourse-cdn.com/v4/letter/s/858c86/32.png) [@sarahchapman](https://community.hubspot.com/u/sarahchapman)\ **Post date:** [May 10, 2024, 9:59pm UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/8 "2024-05-10T21:59:18Z")
# HubSpot Advanced CRM Coaching (April 17, 2024) During this session, we explored Professional+ tools that can assist in enhancing and managing a more organized database, refining user permissions, leveraging calculated properties, deduplicating records, and more! For those who could not attend, **[here is a link to the recording.](https://share.vidyard.com/watch/WvFwfWgwF5ayaCck4n99zR)** Resources referenced in the session: - [Customize record sidebars](https://knowledge.hubspot.com/crm-setup/customize-record-sidebars) - [Deduplicate records in HubSpot](https://knowledge.hubspot.com/crm-setup/deduplication-of-contacts-companies-deals-tickets#:~:text=create%20new%20records.-,Manually%20deduplicate%20contacts%20and%20companies%20(Professional%20and%20Enterprise%20only),-Users%20with%20Edit) - [Create and use association labels](https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels) - [Create and manage teams](https://knowledge.hubspot.com/account/create-and-manage-teams) - [HubSpot user permission guide](https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide) - [Create calculation properties](https://knowledge.hubspot.com/crm-setup/create-calculation-properties) - [New Advanced Calculated Property Editor Option](https://knowledge.hubspot.com/properties/create-calculation-properties#custom-equation-syntax) - [Set up conditional logic for enumeration properties](https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumeration-properties) ---
**Author:** ![sarahchapman](https://avatars.discourse-cdn.com/v4/letter/s/858c86/32.png) [@sarahchapman](https://community.hubspot.com/u/sarahchapman)\ **Post date:** [May 10, 2024, 9:59pm UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/9 "2024-05-10T21:59:29Z")
# HubSpot Advanced CRM Small Group Coaching (May 2, 2024) During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!) For those who could not attend, **[here is a link to the recording](https://share.vidyard.com/watch/cVYTc6coDDfxD7sNPn4q2C?).** Resources referenced in the session: - [Customize record sidebars](https://knowledge.hubspot.com/crm-setup/customize-record-sidebars) - [Deduplicate records in HubSpot](https://knowledge.hubspot.com/crm-setup/deduplication-of-contacts-companies-deals-tickets#:~:text=create%20new%20records.-,Manually%20deduplicate%20contacts%20and%20companies%20(Professional%20and%20Enterprise%20only),-Users%20with%20Edit) - [Create and use association labels](https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels) - [Create and manage teams](https://knowledge.hubspot.com/account/create-and-manage-teams) - [HubSpot user permission guide](https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide) - [Create calculation properties](https://knowledge.hubspot.com/crm-setup/create-calculation-properties) - [Remove HubSpot users](https://knowledge.hubspot.com/settings/deactivate-hubspot-users) ---
**Author:** ![ebartholomew](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ebartholomew/32/97852_2.png) [@ebartholomew](https://community.hubspot.com/u/ebartholomew)\ **Post date:** [June 13, 2024, 6:41pm UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/10 "2024-06-13T18:41:31Z")
# HubSpot Advanced CRM Small Group Coaching (June 13, 2024) Hi Community! During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!) For those who could not attend, **[here is a link to the recording](https://share.vidyard.com/watch/7tkAy3m9j5h3HSC9J2e7em?).** Resources referenced in the session: - [Customize record sidebars](https://knowledge.hubspot.com/crm-setup/customize-record-sidebars) - [Deduplicate records in HubSpot](https://knowledge.hubspot.com/crm-setup/deduplication-of-contacts-companies-deals-tickets#:~:text=create%20new%20records.-,Manually%20deduplicate%20contacts%20and%20companies%20(Professional%20and%20Enterprise%20only),-Users%20with%20Edit) - [Create and use association labels](https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels) - [Create and manage teams](https://knowledge.hubspot.com/account/create-and-manage-teams) - [HubSpot user permission guide](https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide) - [Create calculation properties](https://knowledge.hubspot.com/crm-setup/create-calculation-properties) - [Remove HubSpot users](https://knowledge.hubspot.com/settings/deactivate-hubspot-users) ---
**Author:** ![cvanness](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/cvanness/32/45025_2.png) [@cvanness](https://community.hubspot.com/u/cvanness)\ **Post date:** [June 14, 2024, 1:56pm UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/11 "2024-06-14T13:56:52Z")
# Advanced CRM Workshop - May 27 For those who could not come to the event here is the link to the session: **🎥 Webinar Recap** [Advanced CRM](https://share.vidyard.com/watch/MKhrsCCvjp4z1GF9i8deQ2?) - Blog: [How to Use a CRM: The Ultimate Guide](https://blog.hubspot.com/sales/how-to-use-crm) (HubSpot) - Article: [Select properties to show on record association cards](https://knowledge.hubspot.com/crm-setup/select-properties-to-show-on-record-association-cards) (HubSpot) - Article: [Set up default properties sidebars](https://knowledge.hubspot.com/crm-setup/customize-record-sidebars) (HubSpot) - Article: [Create Calculation Properties](https://knowledge.hubspot.com/crm-setup/create-calculation-properties) (HubSpot) - Article: [Deduplicate records in HubSpot](https://knowledge.hubspot.com/crm-setup/deduplication-of-contacts-companies-deals-tickets) (HubSpot) - Article: [Create and use custom association labels](https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels) (HubSpot) - Article: [HubSpot user permissions guide](https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide) (HubSpot) - Article: [Create and manage teams](https://knowledge.hubspot.com/account/create-and-manage-teams) (HubSpot) ---
**Author:** ![cvanness](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/cvanness/32/45025_2.png) [@cvanness](https://community.hubspot.com/u/cvanness)\ **Post date:** [June 14, 2024, 1:59pm UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/12 "2024-06-14T13:59:21Z")
# Hubspot CRM Small Group coaching (May 14, 2024) For those of you who could not come to the event here is the link to the session [360503ee-0622-45a0-9600-fd93e336075e (1)](https://share.vidyard.com/watch/r1opPABapLbvQpvkGNTmVD)? - Blog: [How to Use a CRM: The Ultimate Guide](https://blog.hubspot.com/sales/how-to-use-crm) (HubSpot) - Article: [Select properties to show on record association cards](https://knowledge.hubspot.com/crm-setup/select-properties-to-show-on-record-association-cards) (HubSpot) - Article: [Set up default properties sidebars](https://knowledge.hubspot.com/crm-setup/customize-record-sidebars) (HubSpot) - Article: [Create Calculation Properties](https://knowledge.hubspot.com/crm-setup/create-calculation-properties) (HubSpot) - Article: [Deduplicate records in HubSpot](https://knowledge.hubspot.com/crm-setup/deduplication-of-contacts-companies-deals-tickets) (HubSpot) - Article: [Create and use custom association labels](https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels) (HubSpot) - Article: [HubSpot user permissions guide](https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide) (HubSpot) - Article: [Create and manage teams](https://knowledge.hubspot.com/account/create-and-manage-teams) (HubSpot) ---
**Author:** ![04218](https://avatars.discourse-cdn.com/v4/letter/0/2bfe46/32.png) [@04218](https://community.hubspot.com/u/04218)\ **Post date:** [June 19, 2024, 9:36am UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/13 "2024-06-19T09:36:19Z")
# Hubspot CRM Small Group coaching (June 19, 2024) During this session, we explored Professional+ tools that can assist in enhancing and managing a more organized database, refining user permissions, leveraging calculated properties, deduplicating records, and more! For those of you who could not come to the event here is the [link](https://www.loom.com/share/ad64622400c24f67aba6226985fea744?sid=0ab83057-bf10-45de-9fd4-464eb393aa85) to the session! - Blog: [How to Use a CRM: The Ultimate Guide](https://blog.hubspot.com/sales/how-to-use-crm) (HubSpot) - Article: [Select properties to show on record association cards](https://knowledge.hubspot.com/crm-setup/select-properties-to-show-on-record-association-cards) (HubSpot) - Article: [Set up default properties sidebars](https://knowledge.hubspot.com/crm-setup/customize-record-sidebars) (HubSpot) - Article: [Create Calculation Properties](https://knowledge.hubspot.com/crm-setup/create-calculation-properties) (HubSpot) - Article: [Deduplicate records in HubSpot](https://knowledge.hubspot.com/crm-setup/deduplication-of-contacts-companies-deals-tickets) (HubSpot) - Article: [Create and use custom association labels](https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels) (HubSpot) - Article: [HubSpot user permissions guide](https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide) (HubSpot) - Article: [Create and manage teams](https://knowledge.hubspot.com/account/create-and-manage-teams) (HubSpot) ---
**Author:** ![cvanness](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/cvanness/32/45025_2.png) [@cvanness](https://community.hubspot.com/u/cvanness)\ **Post date:** [July 10, 2024, 8:57pm UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/14 "2024-07-10T20:57:19Z")
# HubSpot Advanced CRM Small Group Coaching (Jun 26, 2024) During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!) For those that could not attend, **[here is a link to the recording](https://share.vidyard.com/watch/g7ZjAdguP7ikcTw63ZnpMD?).** Resources referenced in the session: - [Customize record sidebars](https://knowledge.hubspot.com/crm-setup/customize-record-sidebars) - [Deduplicate records in HubSpot](https://knowledge.hubspot.com/crm-setup/deduplication-of-contacts-companies-deals-tickets#:~:text=create%20new%20records.-,Manually%20deduplicate%20contacts%20and%20companies%20(Professional%20and%20Enterprise%20only),-Users%20with%20Edit) - [Create and use association labels](https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels) - [Create and manage teams](https://knowledge.hubspot.com/account/create-and-manage-teams) - [HubSpot user permission guide](https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide) - [Create calculation properties](https://knowledge.hubspot.com/crm-setup/create-calculation-properties) - [Remove HubSpot users](https://knowledge.hubspot.com/settings/deactivate-hubspot-users) - [Monitor your email health](https://knowledge.hubspot.com/email/monitor-your-email-sending-reputation-with-the-email-health-tool) - [Utilize HubSpot’s projects tool](https://knowledge.hubspot.com/resources/how-to-use-the-hubspot-projects-tool) - [Project Management Integrations](https://ecosystem.hubspot.com/marketplace/apps/productivity/project-management) ---
**Author:** ![egallagher](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/egallagher/32/7115_2.png) [@egallagher](https://community.hubspot.com/u/egallagher)\ **Post date:** [July 17, 2024, 5:18pm UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/15 "2024-07-17T17:18:40Z")
**HubSpot Advanced CRM Small Group Coaching (July 16, 2024)** During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!) For those that could not attend, [**here is a link to the recording.**](https://www.loom.com/share/b5a834a47c66441da98b487c73fbed83?sid=8b84f346-11a1-49a2-8170-f752c242a9d3) Resources referenced in the session: - [Customize record sidebars](https://knowledge.hubspot.com/crm-setup/customize-record-sidebars) - [Deduplicate records in HubSpot](https://knowledge.hubspot.com/crm-setup/deduplication-of-contacts-companies-deals-tickets#:~:text=create%20new%20records.-,Manually%20deduplicate%20contacts%20and%20companies%20(Professional%20and%20Enterprise%20only),-Users%20with%20Edit) - [Create and use association labels](https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels) - [Create and manage teams](https://knowledge.hubspot.com/account/create-and-manage-teams) - [HubSpot user permission guide](https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide) - [Create calculation properties](https://knowledge.hubspot.com/crm-setup/create-calculation-properties) - [Remove HubSpot users](https://knowledge.hubspot.com/settings/deactivate-hubspot-users) - [Monitor your email health](https://knowledge.hubspot.com/email/monitor-your-email-sending-reputation-with-the-email-health-tool) - [Utilize HubSpot’s projects tool](https://knowledge.hubspot.com/resources/how-to-use-the-hubspot-projects-tool) - [Project Management Integrations](https://ecosystem.hubspot.com/marketplace/apps/productivity/project-management) - [Create sync properties that copy data to associated records](https://knowledge.hubspot.com/properties/create-sync-properties) ---
**Author:** ![LSilvaVillanu](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/lsilvavillanu/32/56573_2.png) [@LSilvaVillanu](https://community.hubspot.com/u/LSilvaVillanu)\ **Post date:** [July 26, 2024, 5:43pm UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/16 "2024-07-26T17:43:08Z")
# Hubspot CRM Small Group coaching (July 25, 2024) For those who could not come to the event here is the link to the session: **🎥 Webinar Recap** [Advanced CRM](https://www.loom.com/share/9917d3072ac44b5f8d8dc2e92e80cbbe?sid=e341dcf8-aa17-43c9-895d-b9f463d40ba0) During the session, attendees got to ask experienced Customer Success Managers their questions and discover how Professional+ tools can help them tidy up their database, manage user permissions, create calculated properties, and more! ---
**Author:** ![MGonzalezdelC](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mgonzalezdelc/32/18165_2.png) [@MGonzalezdelC](https://community.hubspot.com/u/MGonzalezdelC)\ **Post date:** [August 1, 2024, 10:10am UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/17 "2024-08-01T10:10:12Z")
**HubSpot Advanced CRM Small Group Coaching (July 31st, 2024)** During this session, attendees had the opportunity to learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create teams (and their importance!), create calculated properties that do the math for you (and more!). For those that could not attend, [**here is a link to the recording.**](https://www.loom.com/share/dfc92f307e1f4c9385caea026056a954?sid=449b5490-2de5-4af1-b3ad-c9d0c7bfdcb0) ---
**Author:** ![mescalero](https://avatars.discourse-cdn.com/v4/letter/m/7feea3/32.png) [@mescalero](https://community.hubspot.com/u/mescalero)\ **Post date:** [August 15, 2024, 9:17am UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/18 "2024-08-15T09:17:59Z")
**HubSpot Advanced CRM Small Group Coaching (August 14th, 2024)** During this session, attendees had the opportunity to learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create teams (and their importance!), create calculated properties that do the math for you (and more!). For those who could not attend, [**here is a link to the recording.**](https://www.loom.com/share/1e18d2f30f3a4048ba50cd11f498812e?sid=9fc07775-9d5d-4a50-90c8-69f0ba6c40ad) ---
**Author:** ![egallagher](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/egallagher/32/7115_2.png) [@egallagher](https://community.hubspot.com/u/egallagher)\ **Post date:** [August 27, 2024, 7:23pm UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/19 "2024-08-27T19:23:21Z")
**HubSpot Advanced CRM Small Group Coaching (August 27th, 2024)** During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!) For those that could not attend, [**here is a link to the recording.**](https://www.loom.com/share/5b594b8c197846fd92d8462fee5c57a7?sid=f7dcb18f-0e01-49e2-828c-eda2f8d35f87) Feel free to check out past recordings listed here since HubSpot was having loading issues for the second half of our meeting. Resources referenced in the session: - [Customize record sidebars](https://knowledge.hubspot.com/crm-setup/customize-record-sidebars) - [Deduplicate records in HubSpot](https://knowledge.hubspot.com/crm-setup/deduplication-of-contacts-companies-deals-tickets#:~:text=create%20new%20records.-,Manually%20deduplicate%20contacts%20and%20companies%20(Professional%20and%20Enterprise%20only),-Users%20with%20Edit) - [Create and use association labels](https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels) - [Create and manage teams](https://knowledge.hubspot.com/account/create-and-manage-teams) - [HubSpot user permission guide](https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide) - [Create calculation properties](https://knowledge.hubspot.com/crm-setup/create-calculation-properties) - [Remove HubSpot users](https://knowledge.hubspot.com/settings/deactivate-hubspot-users) - [Monitor your email health](https://knowledge.hubspot.com/email/monitor-your-email-sending-reputation-with-the-email-health-tool) - [Utilize HubSpot’s projects tool](https://knowledge.hubspot.com/resources/how-to-use-the-hubspot-projects-tool) - [Project Management Integrations](https://ecosystem.hubspot.com/marketplace/apps/productivity/project-management) - [Create sync properties that copy data to associated records](https://knowledge.hubspot.com/properties/create-sync-properties) ---
**Author:** ![joerr](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/joerr/32/227400_2.png) [@joerr](https://community.hubspot.com/u/joerr)\ **Post date:** [September 26, 2024, 8:36am UTC](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940/20 "2024-09-26T08:36:57Z")
**HubSpot Advanced CRM Small Group Coaching (August 27th, 2024)** Another lovely call with an engaged group of HubSpot customers. We covered; - Record customisation (left/right sidebar and the middle section) for all objects. - Calculation properties (conditional calculation and introducing more advanced functions). - Duplicate management (standard Professional level features, Operations Hub possibilities and tips for managing more complex duplicate management necessitated by historic CRM merge activity). - Custom and multiple association (setup and use cases) - User management (efficient user management) If you want to listen back, here is a [link to the video of our call](https://www.loom.com/share/caa25b09877346c1872d4d1a65987949?sid=81f1f910-d26d-4da0-a9b4-652bcc5fbcf6). Links to resources shared during our call; - Blog: [How to Use a CRM: The Ultimate Guide](https://blog.hubspot.com/sales/how-to-use-crm) (HubSpot) - Article: [Select properties to show on record association cards](https://knowledge.hubspot.com/crm-setup/select-properties-to-show-on-record-association-cards) (HubSpot) - Article: [Set up default properties sidebars](https://knowledge.hubspot.com/crm-setup/customize-record-sidebars) (HubSpot) - Article: [Create Calculation Properties](https://knowledge.hubspot.com/crm-setup/create-calculation-properties) (HubSpot) - Article: [Deduplicate records in HubSpot](https://knowledge.hubspot.com/crm-setup/deduplication-of-contacts-companies-deals-tickets) (HubSpot) - Article: [Create and use custom association labels](https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels) (HubSpot) - Article: [HubSpot user permissions guide](https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide) (HubSpot) - Article: [Create and manage teams](https://knowledge.hubspot.com/account/create-and-manage-teams) (HubSpot) [Next page](https://community.hubspot.com/t/hubspot-advanced-crm-coaching/106940.md?page=2)