HubSpot Training and Basics

Foundational guide to navigate essential features in our HubSpot CRM.

• HubSpot Training Course
• How to create contacts, companies, and deals in HubSpot:
• How can I find dashboards in HubSpot?
• How can I export a report in HubSpot?
• How can I filter for a specific date before exporting a report?
• How can I filter a report by business unit?
• How can I clone an existing report?
• How can I find my saved reports in HubSpot?
• How can I filter active and closed won deals for a specific time frame?
• Who is my HubSpot Administrator?
• How to view the Dashboard Directory
• HubSpot Basics: How can I view my deals in HubSpot and save them as a custom view?
• HubSpot Basics: How can I filter my deals by close date or stage?
• What information can I find in the 2023 Company Dashboard?
• What information can I find in the CORL Financial Dashboard?
• What information can I find in the Meditology Financial Dashboard?