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How can I get set up with HubSpot's CRM?

Last updated: February 6, 2017

Available For:

Marketing: N/A
Sales: Free, Professional

The set up checklist below walks through getting you and your team set up with the HubSpot CRM. While it may appear complicated at first, we're confident that you can get set up in less than 10 minutes! 

If you are not familiar with what the CRM can do, check out the quick tour of HubSpot CRM or watch our quick CRM overview video here.


Now you're ready to get set up on the CRM. Walk through the steps below to get up and running! For more in-depth instructions on getting started the the CRM and Sales Free, check out the User Guide here.

1. Add your Sales team as users in HubSpot 

  • To manage your users in the CRM, navigate to Settings > Team.
  • Click Invite and manage users.
  • Here you can view all users that exist in the CRM. Double-check that all members of your team are listed. If anyone is missing, add them as a user by clicking Add User. Make sure to send them a welcome email so they can log in.

If you are an account administrator, you can also edit user permissions from this screen. 

 

2. Create custom properties to store your data

HubSpot CRM stores the details about your contacts, companies, and deals in "properties" (you may have heard these described as "fields" before). The CRM comes with several standard properties (e.g. phone number, city) to get you started, but you can create custom properties that are more relevant to your specific business.

To create custom properties:

  • Navigate to Settings then select Contacts, Companies, or Deals from the left sidebar menu, depending on the object type for which you'd like to add a property.
  • Click Manage next to Edit your [contact, company, or deal] properties or add new properties.
  • Click Create new property.
  • Add your Label to name your property (internal name should populate).
  • Select the Field type.
  • Click Save property to finish.

 

3. Create custom deal stages

Deal Stages allow you to categorize and track the progress of the deals that you are working on within HubSpot CRM. Each Deal Stage has a probability associated with it that indicates the likelihood of closing deals marked with that Deal Stage. 

Here's how you can edit your deal stages:

  • Navigate to Settings > Deals.
  • Scroll down to Deal Pipelines and Stages.
  • Click Edit next to an existing pipeline to make changes to deal stages or click Add another pipeline

  • Click + Add a deal stage or click on any existing stage to edit. 
  • Click on the left side of any stage and drag to rearrange the order. 
  • When you've finished customizing your pipeline, click Save.

Click here to view a tutorial on customizing deal stages.

4. Import your contacts, companies, and deals

Before you start working in the CRM, you'll need to make sure any important contact, company, or deal data you have is brought into the CRM.

A few things to note before importing your data:

  1. HubSpot deduplicates contacts in the CRM using the Email address. 
  2. HubSpot deduplicates companies in the CRM using the Company Domain Name property (the website domain of the company).
  3. Before importing any data, you'll want to decide how you want to associate contacts with companies. If you want to save time with this process, you can let HubSpot do this for you by turning on automatic association of companies. This setting looks at the email address on the contact and the company domain name on the company to automatically associate the two. 

To import your data to HubSpot CRM, head over to the Import Manager (Contacts, Companies, or Deals > gear icon in the top right > Import) and upload a CSV document. It should look something like this:

You can then map the columns in your CSV file to properties in the CRM.

Everything should appear in your CRM as soon as it’s done processing the import. For more information about importing data into the CRM, check out these resources:

5. Create Custom Views

Custom views can be created within Contacts, Companies, Deals and Task objects. We will use Contacts as an example here.

  • Navigate to Contacts.
  • From the left sidebar, click + Add filter.

add_filter

  • Choose the properties and criteria that you wish to use for segmentation. For example, you can segment based on State/Region and number of Emails Opened. You can add additional filters by clicking + Add filter again.

    You can also combine search phrases by using an AND or OR operator. For example, contains nh OR ma. This will search for contacts from New Hampshire or Massachusetts. The operators must be capitalized.

  • After creating your filter, you have the option of creating a new view and exporting your list of Contacts.
    • To create a new view, click Save. Give a name to your new view, decide if you'd like it to be private or shared, then click Save again. For more information about Views, check out this article.

    • To export your list of contacts, click the Options dropdown and select Export all in view

add_filter

Please note: it is currently not possible to use the same property for more than one filter or to use more than one criteria for a single property when creating a filter.

6. Configure your HubSpot CRM Settings 

Once you've added your users and uploaded your data to the CRM, it's time to manage your portal defaults and configure your CRM Settings.

Default Properties

Setting portal defaults allows you as the admin to dictate which properties will appear for all users by default in the About section on contact, company, or deal records, as well as in the dialog box when you create a new contact, company or deal. 

  • Navigate to Settings > choose Contacts, Companies, or Deals.
  • Click Manage next to Set the default [contact, company, or deal] properties displayed in your portal.

  • In the dialog box, search or browse for properties you'd like to add and check the box next to a property to add it to the Selected Properties column. Click on the far left side of a property in the Selected Properties column and drag to rearrange the properties.
  • Click Save changes.

Users can also set user-specific properties to appear in the About section of records and in the dialog box when creating new records. For instructions on this, click here

Setting your time zone

To set the time zone for reporting in your accounts, navigate to Settings and select CRM Configuration in the left sidebar menu. 

Setting your Deal Currency

The currency symbol that appears before your deal amounts in the CRM can be customized under Settings > Deals. 

 

 7. Connect to HubSpot Sales

For new users, HubSpot Sales and the HubSpot CRM will be integrated right out of the box. You won't need to take any added steps to make this happen. If you are an existing user that has separate HubSpot CRM and HubSpot Sales accounts, check out this article to walk through getting them connected. 

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