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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)

When it comes to importing deals, it comes down to how many deals you have and if it's worth importing or just adding them manually.  To add them manually you can watch our module on Deals.  But if you have a lot of deals, with Custom Properties, then it can be worthwhile to import them initially.

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