Configuring Your Data in HubSpot

FREE Lesson

Learn how to effectively modify and manage your data for organizational efficiency.

What you'll learn
  • The learner will be able to explain the key components of the HubSpot CRM platform.
  • The learner will be able to represent their data in the CRM using custom objects and associations.
  • The learner will be able to represent their data in the CRM using custom properties, pipelines, and board views.
  • The learner will be able to modify HubSpot left and right side bars on their record pages using the record page editor.
  • The learner will be able to modify HubSpot middle column of their records using the record page editor.
  • The learner will be able to display custom information using HubSpot build components and custom new UI elements.
Includes
    5 Videos
    1 Quiz
    50 min
  • Contact Management
  • Contact Management
  • Contact Management
Lesson description
Today’s technological and competitive landscapes are changing rapidly, putting a strain on resources that are already limited. Businesses are being asked to adapt to changes faster than ever on leaner budgets. To do this, you need a smart CRM that’s easy to use and can adapt to your business needs. In this lesson, learn how to model, configure, and extend the capabilities of your HubSpot account. That way, you can empower your teams to build better data-informed relationships with your leads and customers.

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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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