Customer Success Team Resources

sarahchapman
by: HubSpot Employee
HubSpot Employee

How To Do A Portal Audit

Are you a new user? Have people left your company? Just not sure what’s going on in your HubSpot account? Read on for tips and best practices to conduct a portal audit in order to better understand your current setup and identify areas of opportunity.

 

Before conducting a portal audit, it is recommended to review this Community Post to understand the basic structure of the CRM. From there, you will want to review the key components of your portal, including: Settings, Customization, Content and Automation. 

 

Settings

  • Users and Teams
  • Permissions
  • Connected domain
  • Connected inboxes
  • Tracking Code
  • Integrations
  • Meetings
  • Goals

 

Customization

  • Custom Properties
  • Custom Objects
  • Lists
  • Deal pipeline
  • Ticket pipeline
  • Playbooks
  • Products
  • Quotes
  • Surveys
  • Knowledge Base
  • Customer Portal

 

Content

Review your content to understand what’s been created and check for outdated information or broken links:

  • Templates
  • Snippets
  • Ads
  • Marketing Emails
  • Landing Pages
  • Blogs
  • Website Pages
  • Forms
  • Chat

 

Automation

  • Workflows
  • Sequences
  • Forms > Automation
  • Marketing Email > Automation

 

Looking for additional help? Check out these resources:

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