Managing your HubSpot Account as an Admin
This course covers the basics of being a HubSpot admin.
Who is this for?
- HubSpot Admins
Includes
Data Privacy Reporting & Performance
Instructors
Kyle teaches sales and CRM courses at HubSpot Academy. He is best known for his work on the HubSpot Sales Software Certification and the Sales Enablement Certification. He is the father of three children, the lucky husband of an equally lucky woman, and aspires to be the author of one of those paperback novels you see in grocery store check-out lines.
Courtney Sembler
Courtney hails from San Francisco, CA, and moved to Boston, MA to work for HubSpot in 2015. She currently works as the Senior Team Manager for HubSpot Academy Education dedicated to leading the inspiring and passionate Inbound Professors. She was a previous Inbound Professor focused on email marketing, GDPR, and contact management. She is devoted to education, environmental programs, and a true email geek.
Adriti Gulati
Adriti is an Inbound Professor focusing on all things customer service. Prior to HubSpot, Adriti worked at a non-profit educational program focusing on getting high school students into colleges and universities. She is passionate about ensuring education is accessible for all. Outside of work, Adriti can be found at your local Chinese restaurant, playing pickle ball, or hiking through southern California.
Jorie Munroe
Hailing from the wintry north of Vermont, Jorie is a data nerd in perpetual search of cheeky banter and caffeine. When not exploring with their husband and aussiedoodle, they're typically trying to keep their houseplants alive (and probably failing) and listening to a podcast about ghosts and ghouls. Sour candy connoisseur and wannabe mead-maker.
Chris Grant
Chris is a HubSpot Consultant at BabelQuest with a passion for problem solving. He spends his working days implementing new HubSpot portals or working out why older portals aren't doing what they should. Outside of work he'll either be found in the kitchen pursuing his love of great food or practising Shaolin Kung Fu.
Jillian Streit
I have a thirst for knowledge and a passion for helping others expand their skills and expertise. When I’m not working, you can probably find me crafting, snuggling up with my cat, adding another plant to my collection, or enjoying some time outdoors. I am always up for an adventure and will happily share stories about my travels around the world.
Rachel Sheldon
Rachel is an Inbound Professor on the HubSpot Academy team focused on educating and inspiring people about the HubSpot CMS.
Anni Kim
Anni Kim is a former Inbound Professor for HubSpot Academy. She focused on educating the world about automation and integrations. When she's not filming in the studio, she's probably traveling the world in some top-notch sneakers and sampling all the local cuisine.
Curriculum
Introduction to Managing your HubSpot Account as an Admin
Lesson - 1 min
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Introduction to Managing your HubSpot Account as an Admin
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Configuring Your HubSpot Account
Lesson - 8 min
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Lesson instructor: Courtney Sembler As the admin for your HubSpot account, you have a lot of responsibilities. In this lesson, you'll learn which tasks should be done first to set your team up for success.
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Users and Teams for HubSpot Admins
Lesson - 15 min
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Lesson instructor: Kyle Jepson As an admin, one of your most important responsibilities is adding users to your account. In this lesson, you'll learn how to add users as well as how to organize them into teams.
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Data Protection in HubSpot
Lesson - 23 min
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Lesson instructor: Adriti Gulati In this lesson, you'll learn the importance of data security as well as best practices to ensure your data is safe.
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Designing Compelling HubSpot Dashboards
Lesson - 45 min
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Lesson instructor: Jorie Munroe Reporting helps you turn data into consumable information. But, the work doesn't stop there. In order to turn information into insights and action, your data needs tell a story. That means more than tossing a slew of graphs onto a dashboard and hoping it's compelling. Your stakeholders need to know what you're trying to communicate and why they should care. In this lesson, learn how to transform your HubSpot dashboards into data stories. In doing this, all the efforts you took to build your reports and visualizations can turn into data-driven decisions.
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Asset Partitioning in HubSpot
Lesson - 14 min
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Lesson instructor: Rachel Sheldon Whether your business operates multiple brands, targets different markets, or sells unique product lines, you can use asset partitioning to create separate experiences for your different business units. With asset partitioning, you can manage the visibility of contacts, deals, content, and other assets between your different teams within HubSpot. In this lesson, you'll learn how asset partitioning can help you declutter your account and restrict visibility, the steps to partitioning your account the right way, and how to assign assets to a team in HubSpot.
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Demystifying Integrations
Lesson - 11 min
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Lesson instructor: Anni Kim In this lesson, you’ll learn the importance of integrations, hear the answers to some of the most frequently asked questions on integrations, and get an overview of HubSpot’s App Marketplace.
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Data in HubSpot: Custom Objects and Other Tools
Lesson - 59 min
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Lesson instructor: Kyle Jepson There are many ways to represent your data inside Sales Hub. In this lesson you'll learn how to decide which method is best for you and how to organize your data using CRM extensions, custom properties, custom objects, and more. Using these tools, you can structure your data how you actually use it.
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De-duplicating Your Data in HubSpot
Lesson - 2 min
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Lesson instructor: Kyle Jepson Duplicate data leads to bad experiences for both your team and your customers. See how HubSpot uses machine learning to identify and merge duplicate records, and learn how to use this tool to keep your database clean and tidy.
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Next Steps for HubSpot Admins
Lesson - 10 min
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A resource page full of links to helpful lessons and courses within HubSpot Academy.
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