START HERE: Transition onto HubSpot Training Resource Summary
Summary of training focused on our transition into HubSpot Customer Relationship Management platform. Click on the links to get more details and view training videos.
- OBJECTS: How do I find a company, location, or contact?
- PROPERTIES: How do I use properties of customers, locations, and contacts?
- ASSOCIATIONS: How are companies, locations, and contacts connected to each other?
- LOCATION ASSOCIATION LABELS: What are the options for COMPANY <> LOCATION association labels?
- CONTACT ASSOCIATION LABELS: What are the options for CONTACT association labels and what do they mean?
- DATA HYGIENE: What are the “Data Status” and “Data Hygiene and Actions” boxes I see on companies, locations, and contact pages?