In this track, you'll learn why a CRM is important for your business, the role it plays, and how it connects to your company's flywheel model. You'll learn how to import data into your HubSpot CRM and understand what you need to get started.
Overview
Syllabus
- Setting Up Your CRM
- Whether you’re getting started with the HubSpot CRM, migrating from another CRM, or even if you’re already using the HubSpot CRM and want to gain insight into effective setup, this lesson will walk you through the initial setup tasks for your CRM. You’ll learn why a CRM is important and how the HubSpot CRM is configured.
- Importing Your Data Into the HubSpot CRM
- In this lesson, you’ll learn the pre-import steps for organizing your data and preparing it to be imported. You’ll also learn how to import that data into the HubSpot CRM and how to find errors that might occur during this process. You’ll then import your data with a practical exercise.
