Hi @WhitneyLM
As a HubSpot Partner we’ve found most organizations – to put it politely – have a mess in HubSpot.
So, as @karstenkoehler mentioned (thank you Karsten) we created Portal-iQ a tool to help audit the Setup, CRM data and Hubs with recommendations to help clean up your HubSpot Portal and implement best practices.
And I can make some suggestions to tighten up the permissions, implement rules and business processes to help keep your system CRM tidy.
If you’d like to meet on Zoom please use this Meeting link.
Cheers
Mike
Here to learn more about HubSpot and share my HubSpot Knowledge. I’m the founder of Webalite a Gold HubSpot Partner Agency based in Wellington, New Zealand and the founder of Portal-iQ the world’s first automated HubSpot Portal Audit that helps you work smarter with HubSpot.