Getting started with CRM
a week ago - last edited a week ago
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
2. Getting Started with CRM - https://knowledge.hubspot.
Step by step to understanding CRM
3. Lifecycle Stages - https://knowledge.hubspot.
This will be a key property to add to the database before import as it will enable better lists
4. Cleaning the database - https://blog.hubspot.com/
5. Creating custom properties - https://knowledge.hubspot.
These can be added if you have specific properties in your existing database that are not already in Hubspot