Account Settings
Get started with HubSpot CRM
Last updated: October 13, 2020
Applies to:
| All products and plans |
Get started with your HubSpot CRM account with these resources.
1. Set up your HubSpot account
- Browsers supported by HubSpot
- Add and delete users
- Change language and region settings
- Get help with HubSpot
- Install the HubSpot mobile app
2. Install HubSpot Sales and connect your inbox
- Install HubSpot Sales for Gmail, Office 365, and Outlook desktop
- HubSpot features supported by your email provider and require a connected inbox
- Connect your inbox to HubSpot
3. Get started with your CRM
- Import contacts, companies, deals, tickets, or products
- Associate records via import
- Assign ownership of records
- Manage your properties
- Understand sales pipelines
- Set up and customize your deal pipelines and deal stages
- Create and customize saved filters
- Use tasks
- Create tickets
4. Get started with your free Marketing tools
5. Get started with your free Sales tools
Account Settings
Related content
-
Log in to HubSpot
There are multiple ways to log in to HubSpot; enter an email...
Knowledge Base -
HubSpot user permissions guide
HubSpot users with Add & edit users permissions can customize permissions for new and existing users in your...
Knowledge Base -
Add and remove users
If you have Add and Edit users permissions in your HubSpot account, you can create new users, customize user...
Knowledge Base
Table of contents
/account/get-started-with-hubspot-crm