Your Guide to HubSpot's CRM

Whether you're new to our team, or need help maximizing the platform, here you will find all the information you need to succeed.

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Single Company Records: Process & Guidelines

After countless hours (ok months) the teams have been working to improve the integrity of our HubSpot CRM, by removing the...


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Tags: basics, organizing, clean-up,

Company Record Cleaning Purge 2021

Over the past several months, the data integrity within our HubSpot CRM has been compromised with the over abundance of duplicate...


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Tags: basics, organizing, clean-up,

Parent-Child Company Relationships

When a company is connected to another companies, it is important to link the companies together. This helps to keep the CRM...


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Tags: setup, create, basics,

Merging Records
By Megan B On September 29, 2020

Merging Records

Whether it's a contact, company or deal record i's a frequent situation: finding 2 records that should be one. Merging the...


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Tags: customizations, basics, organizing,