Hi @jsmith88 and thanks for the tag @PamCotton !
Pam is right to bring up workflows. They are one of the most powerful tools in your arsenal. You can use them to do all sorts of things, from scoring leads to populating custom properties to sending emails to contacts.
In particular, I would recommend really getting a handle on your lifecycle stages. Traditional funnel reports can only be created on Deal Stages and Lifecycle Stages, so understanding how each of those lifecycle stages is defined for your business is super important. You can then use workflows to manage the transitions between lifecycle stages, instead of the hubspot default settings. For example, if you want your funnel report to look like a funnel, every contact has to go through every stage of the funnel. HubSpot’s regular process doesn’t force that, but you can with workflows.