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How to Successfully Set Up HubSpot CRM (The Tech Smart Boss Way)
Getting Started
Welcome
Signing Up and Overview

Migrate Existing Data
Importing Contacts
Importing Contacts w/ Custom Properties
Importing Companies w/ Custom Properties
Importing Deals

Configure To Your Business Process
Creating Custom Properties
Configuring Default Property Widgets
Setting up Team Views
Settings Overview
Configure Deal Stages (Coming Soon)

Configure Integrations
Integration Overview (Coming Soon)
Integrations with Zapier (Coming Soon)

Invite Your Sales Team
Adding Your Sales Team

Start To Use
Email Setup and Usage
Getting Started with Tasks
Task Queues
Dashboard Setup
Creating Deals (Coming Soon)

Explore Sales Pro Tools
Notifications (Coming Soon)
Templates (Coming Soon)
Documents (Coming Soon)
Messages (Coming Soon)
Meetings (Coming Soon)

Bonus Material
(Podcast) 5 Essential Features You Must Have In Your Small Business CRM
Custom Property Use Case with Zapier (Coming Soon)
Importing and Syncing with PieSync (Coming Soon)

(Podcast) 5 Essential Features You Must Have In Your Small Business CRM

My philosophy is that even if you are a soloprenuer, you need to use a CRM. And as you grow, and develop a sales team, the CRM should act like a hub for your entire organization, with spokes into your marketing, accounting, and operations teams. In this episode, I cover the 5 key essential features you need to look for in a CRM application so it can become this hub and we'll list a lot of affordable options to check out.