Refresh-HubSpot-Settings

There can be a lot to setup, configure and fully utilize in HubSpot.  Heck, we've released over 300+ enhancements in 2014 alone!

This can be overwhelming, especially when you are new to HubSpot or are re-engaging after some time.  That is why we are now offering a self-guided program to help ensure that you're HubSpot is completely setup and refreshed.

Once you enroll, you will begin to receive 5 minute Activities every other day to help you stay on track.  Choose your primary interest in the form to have these activities customized for your interest.

Take a glance at the topics in this self-guided program:

Portal Settings

  • Add Users & Set Permissions
  • Configure Portal Notifications
  • Configure Lead Revisit Notifications
  • Configure Domain Name

Contacts Setup

  • Add/Remove Contact Properties
  • Add Remove Contacts
  • Lifecycle Stage Setup
  • Organize Contact Lists

Content Setup

  • Configure Content Management System
  • Page Publishing Settings
  • Blog Settings
  • Email Settings

Social Setup

  • Connect Social Accounts
  • Social Publishing Setup
  • Daily Social Media Game Plan

Reports Setup

  • Configure Reports Settings
  • How to Read Sources Report
  • Build Custom Reports
  • Utilize Prospects Data
  • Setup Competitors

If these tasks are ones you want to make sure are setup correctly, then this project is for you. 

 

 

Enroll In This Project