The Anatomy of Your CRM

FREE Lesson

Learn how to manage your business data effectively in HubSpot.

Who is this for?
  • HubSpot Admins
  • Rev Ops Professionals
  • Marketing Managers
What you'll learn
  • Learn how to explain the difference between object data and event data.
  • Learn how to model your data in HubSpot.
  • Learn how to customize and report on each of the property types.
Available languages
Includes
    4 Videos
    1 Quiz
    49 min
  • Contact Management
  • Contact Management
  • Contact Management
Lesson description
At the foundation of your HubSpot account is a database of your business relationships and processes, known as the CRM. But, without understanding how this database stores, validates, and formats the various pieces of your business data, it can be difficult to understand why HubSpot reporting tools work the way they do. In this lesson, we’ll review the concepts of objects, properties, event data, and more. By the end, you’ll be able to explain how data flows throughout your account and how to get started turning that data into insight.

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Instructors

Photo of Jorie Munroe

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.

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