There may come a time where your company performs a rebrand and you find yourself needing to make updates to your brand in your HubSpot CRM. This article aims to cover all the small details you don't want to forget when you're managing your rebrand in the HubSpot CRM.
Add new users.
- When a rebrand occurs, sometimes this is because of a merge between companies, and means you're bringing new members onto your Sales team. Read this article to learn how to add new members to your team.
Need to change your CRM username? Make a new HubSpot Sales account to match.
- It's currently not possible to edit your HubSpot Sales username, so if you change your email address due to a rebrand, you'll need to set up a new account (with your new email address) associated with your HubSpot CRM. Read through this article on how to make this transition.
Make sure you're signed out of your old account and into your new account.
- If you had to set up a new account, make sure you sign out of your old account and into your new account (with new email/username.)
Reassign contacts, companies, and deals.
- Navigate to a specific contact, company, or deal > locate the About card > change the HubSpot Owner as needed. You can also perform a Bulk Edit to change the HubSpot Owner on multiple contacts, companies, or deals.