How To Do A Portal Audit

[sarahchapman]

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Review your content to understand what’s been created and check for outdated information or broken links: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

• Watch this 30-min HubSpot Academy Lesson: Auditing Your HubSpot Account
• Complete this Learning Path: How To Do A Portal Audit
• Work one-on-one with a paid HubSpot Consultant: HubSpot Portal Audit