Getting started with CRM

HubSpot Employee
Getting started with your database in Hubspot is straightforward but there are a number of steps you can take to get ready.
1. Academy - Academy CRM 
These courses will give a full overview of the CRM, how to import, lists etc
Step by step to understanding CRM
This will be a key property to add to the database before import as it will enable better lists
These can be added if you have specific properties in your existing database that are not already in Hubspot
1 Reply 1
HubSpot Moderator

Hi there @Fitzycath ,


This is a great checklist that could lead you to have a great set up of a CRM with a long term success.


Thanks so much in advance for sharing your expertise 🙂