Best practice
Hi @gWilson48,
Thank you for reaching out to the Community!
I see that you'd like best practices on management. This is a very broad subject so just to make sure that we help you the best we can, could you please provide more details about what you are trying to achieve?
Please provide us with details about your goal to enable us to assist you better.
1. What are you looking to accomplish with HubSpot tools?
2. Tell us a bit about your business and role
3. What tier are you (Free, Starter, Pro, Enterprise)?
4. What steps have you already taken towards your goal?
The more info, screenshots (without sensitive/confidential information), and details you can provide, the better the Community can assist.
Thank you and have a great day!
Best,
Bérangère
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