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Virtual Meeting Room
Welcome 👋
We're excited to work with you to implement and optimise your HubSpot account.
This plan includes account setup, training, strategy development, campaign launch, and ongoing support. The goal is to ensure the client gets the most out of their HubSpot investment and achieves their business goals.
Shared Goal:
🎯 Create a defined system for the effective use of HubSpot.
🎯 Implement HubSpot effectively into the business.
🎯 Enable you and your team to make the most out of your HubSpot subscription
Add mick@digikat.com.au to your account
Ok, Let the fun begin 🎉
HubSpot is a CRM, so let's put the C in your HubSpot account by adding your contacts, Companies, deals and tickets.
To do this please upload your data to your share drive 👉 Shared Folder
If you’re setting up a new HubSpot account, learn how to create your account, invite your team, and customize your default settings. If you use any third-party apps, you might also want to connect them to your account to integrate your systems.
Below is an overview of the account setup tasks you should complete as an admin. Within each section, you’ll find links to detailed instructions for each task.
The foundation of your HubSpot account is a database of your business relationships and processes, called the CRM (Customer Relationship Management). In HubSpot, the CRM includes four standard objects: contacts, companies, deals, and tickets. Each object represents a different type of relationship or process. Below, learn how to get started managing a CRM database in HubSpot.
Before getting started, make sure you’re logged in to your account.
In HubSpot, you have many ways to report on your marketing, sales, and service efforts. Learn how to set up your account for successful reporting, use HubSpot’s report library, create custom reports, and build report dashboards. Many of HubSpot’s tools also include tool-specific analytics, such as email performance and workflow enrolments.
Below is an overview of the ways that you can measure your performance in HubSpot. Within each section, you’ll find links to detailed instructions for each task.
Before getting started, make sure you’re logged in to your account.
Add mick@digikat.com.au to your account
Ok, Let the fun begin 🎉
HubSpot is a CRM, so let's put the C in your HubSpot account by adding your contacts, Companies, deals and tickets.
To do this please upload your data to your share drive 👉 Shared Folder
If you’re setting up a new HubSpot account, learn how to create your account, invite your team, and customize your default settings. If you use any third-party apps, you might also want to connect them to your account to integrate your systems.
Below is an overview of the account setup tasks you should complete as an admin. Within each section, you’ll find links to detailed instructions for each task.
The foundation of your HubSpot account is a database of your business relationships and processes, called the CRM (Customer Relationship Management). In HubSpot, the CRM includes four standard objects: contacts, companies, deals, and tickets. Each object represents a different type of relationship or process. Below, learn how to get started managing a CRM database in HubSpot.
Before getting started, make sure you’re logged in to your account.
In HubSpot, you have many ways to report on your marketing, sales, and service efforts. Learn how to set up your account for successful reporting, use HubSpot’s report library, create custom reports, and build report dashboards. Many of HubSpot’s tools also include tool-specific analytics, such as email performance and workflow enrolments.
Below is an overview of the ways that you can measure your performance in HubSpot. Within each section, you’ll find links to detailed instructions for each task.
Before getting started, make sure you’re logged in to your account.