<aside> 💡 This wiki is your comprehensive guide to setting up and managing your HubSpot account. Whether you're new to HubSpot or looking to optimize your existing setup, you'll find valuable information and step-by-step instructions here.

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Guides & Processes

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• Contact Management

• Overview of HubSpot

• Getting Started with HubSpot

• User Roles and Permissions

• Setting Up Your HubSpot Account

• Company Records

• Deal Pipelines

• Task Management

• Custom Properties

HubSpot Setting

Account Setup

Account Defaults - "General" Tab

Account Defaults - “Branding” Tab

Account Defaults - “User Defaults” Tab

HubSpot Account Defaults: Notification Profiles Tab

HubSpot Account Defaults - The "Currency" Tab

HubSpot Account Checklist

Data Management