HubSpot Tip Sheet
How to log in
- To login, visit the following:
- Create a bookmark in your web browser so that it is easy to return to the login page.
- Your username is your employee email address unless you are told otherwise.
- As the Deal/Opportunity evolves, be sure to progress the stage and update fields as you are able. It is imperative this data is as accurate as possible.
- Insure that you select the correct pipeline when creating a new deal.
- Naming Conventions are the same as they were previously. If that is not the case, then please ask your supervisor before entering data.
Tasks and Events
- Ensure that you are creating a task or event in the correct location. Contact your supervisor if you are not sure where to record a task or event.
- Be sure to select the correct type of task and event when creating new tasks or events.
- Always search for existing ones before adding a new opportunity, account, contact, or operation.
- Contact firstname.lastname@example.org for troubleshooting and admin requests for HubSpot.
- Call 832-648-4527 for Phone Support.