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Your Guide to Mastering HubSpot

View best practices to become a HubSpot power user. Log your processes to increase efficiency as we grow. Take a look at what the future holds. Let's go.

Michael J Starks
by Michael J Starks
on May 13, 2024 8:56:45 AM

Here’s a streamlined checklist for reviewing and approving a new webpage. You should have received a link to the new webpage for review and a brief page description (what is the purpose/goal of the ...

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Webpage review checklist

Viewing Client Data in HubSpot

SEO Google Search Console and HubSpot

Capturing & updating contact details in Gmail

Onboarding - Adding new owners & users

2022 Conference Registration List – Import

Master File Import - SubDNA & HubSpot

Conversations Inbox - Spam Content

Set as Non-Marketing contact

Set as Marketing contact

Setting up your activity feed

Manually adding contacts to notification lists

No Merge (NM) Contacts

Updating Clients - Inactive Account Users

Marking additional users purchased by existing client

Marking special agreements for existing clients

Business Card Process – Upload and Follow-up in HubSpot

Important Properties - About this contact

Account Owner or User Removed - Purge Subscriptions in HubSpot

Training recap - April 2020

Relationship Type for Contacts

How do I Create a New Contact in HubSpot?

Gmail - Creating or Updating a New Contact

How do I Update a contact's old email address with a new address?

Retired - Contacts Who Provide a Personal Email Address

Retired - Contacts with No Updated Email

Inactive - Contacts Who Have Left a Company (In Between Jobs)