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
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