HubSpot Guides
Guides and resources to help you get up to speed with tools, processes, and company workflows.
This procedure explains how to manually create a company record in HubSpot, what mandatory fields must be completed,…
This procedure explains how to manually create contacts, import contacts in bulk, and ensure proper association with companies.…
This procedure outlines how to connect personal email accounts to HubSpot, disable inbox automation, and log emails manually…
This procedure outlines how to create tasks from the main navigation or directly from a contact, company, or…
This procedure describes how to create lists using filters, choose between active and static list types, and export…
This procedure explains each lifecycle stage used in HubSpot, what they mean, when they apply, and how automations…
This procedure outlines how to use HubSpot's filtering tools to segment CRM records, apply conditions, and save filtered…
This procedure explains how to create different types of HubSpot forms, configure post-submission actions, and manage form submissions…
This procedure outlines how to create dashboards from scratch or using templates, configure access permissions, and manage existing…
This procedure explains how to use the AM Activity Monitoring report to verify email logging accuracy, ensure correct…
This procedure outlines how to create parent-child company associations, apply labels, and use filters to identify hierarchical company…