HubSpot 101
The complete operational foundation for HubSpot. Account setup, hub-by-hub configuration, role-specific workflows, and CRM governance for revenue teams.
COURSE NOTES
Course Overview
This course walks through every layer of HubSpot — from initial account setup and global configuration through hub-specific pipelines, role-based workflows, and ongoing CRM governance. Built for RevOps teams who need to stand up or restructure a HubSpot instance.
Team License
CURRICULUM
What is HubSpot?
Navigating the HubSpot UI
Your First Contact Record
Objects & Properties
Associations & Data Hygiene
Custom Objects
Custom Properties Deep Dive
Views & Filters
Calculated & Rollup Properties
Active Lists vs Static Lists
Advanced List Filtering
List Strategy for Ops
Pipeline Configuration
Workflow Automation
Custom Reports
Dashboard Design
Chart Types & Dashboard Sandbox
Campaigns & Campaign Management
Email Marketing & Automation
Social Media Scheduler & Ads
Sales Playbooks
The Sales Workspace
Meeting Links & Scheduling
The Help Desk
Knowledge Base
Conversations Inbox
RESOURCES
| TITLE | DESCRIPTION | Link |
|---|---|---|
| HubSpot Knowledge Base | Official HubSpot documentation. | Open HubSpot Knowledge Base in new tab |
| HubSpot Academy | Free certification courses from HubSpot. | Open HubSpot Academy in new tab |
| HubSpot Community | User forum for HubSpot questions. | Open HubSpot Community in new tab |
Included with Membership