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This guide is here to help new HubSpot users make the most of their accounts. You\u2019ll learn how to customize your account, create reports, and log client communications properly. Following these six steps, you\u2019ll set up your HubSpot account to maximize your business\u2019s potential.<\/p>\n
Looking for something specific? Here is a breakdown of the 6 steps to HubSpot success:<\/p>\n The key to getting the most out of HubSpot is clearly outlining your goals. Ask yourself: What do you want to achieve in the next 3-6 months? Defining your objectives helps you leverage HubSpot\u2019s tools effectively. Here are some questions to guide your planning:<\/p>\n When you know what you\u2019re aiming for, it\u2019s easier to use HubSpot\u2019s features strategically. Asking and answering these questions can also help you understand your restrictions with the free version of HubSpot, providing you with a roadmap of future upgrades. To see which features are included with each paid version of HubSpot, you can check out the HubSpot pricing page.<\/p>\n If you\u2019re struggling to come up with the right questions, check out our free downloadable list of 20 business questions HubSpot can help you answer.<\/p>\n Get It Free<\/a><\/p>\n<\/p><\/div>\n<\/section>\n HubSpot\u2019s CRM is only as powerful as the data you put into it. To get accurate reporting and insights, you need to customize the available fields to align with your business needs. You can add custom properties to most objects stored in HubSpot \u2013 Contacts, Companies, and even Deals.\u00a0\u00a0<\/p>\n Here\u2019s what you need to know before you get started:<\/p>\n You can\u2019t report on data you don\u2019t record.<\/p>\n Plato (probably)<\/cite><\/p><\/blockquote>\n<\/figure>\n Setting up these properties early ensures you\u2019ll have the data needed to answer important questions down the line. It also equips your sales team with the right information to connect with and convert potential leads.\u00a0<\/p>\n Reports are the backbone of any data-driven strategy. HubSpot\u2019s reporting tools help you measure performance and identify areas for improvement. Here\u2019s what you should know:<\/p>\n By using reports, you\u2019ll gain actionable insights that help guide your marketing and sales strategies.<\/p>\n Dashboards make it easy to monitor performance at a glance by combining multiple reports in one place. Here\u2019s how to set them up:<\/p>\n Dashboards simplify decision-making by putting critical information at your fingertips.<\/p>\n One of HubSpot\u2019s best features is its ability to automatically log client communications. By linking your email account to HubSpot, you can:<\/p>\n This integration ensures that your team has complete visibility into client interactions.<\/p>\n Business doesn\u2019t stop when you\u2019re away from your desk. Installing HubSpot\u2019s mobile app keeps you connected and organized on the go. Here\u2019s why it\u2019s essential:<\/p>\n Having the app ensures you\u2019ll always stay on top of your business\u2019s activities.<\/p>\n Tell us where to send your free HubSpot document<\/p>\n<\/header>\n \t\t 1. Understand What You Want to Accomplish<\/strong><\/h3>\n
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2. Customize Contacts & Properties<\/strong><\/h2>\n
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3. Create Reports<\/strong><\/h2>\n
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4. Create Dashboards<\/strong><\/h2>\n
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5. Link Emails<\/strong><\/h2>\n
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6. Install the Mobile App<\/strong><\/h2>\n
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Free Downloadable<\/h2>\n