Complete the practical checklist for your first day in HubSpot: set up your working hours and availability, configure notification preferences so you're alerted to important updates, connect your email and calendar for seamless communication, and set up snippets and email templates that save time on repetitive messages.
Every CRM lets you add custom fields. Most teams add too many. Fields no one fills become data graveyards. Fields everyone interprets differently become useless. Proper property configuration captures what you need for decisions deal size, close date, lead source, decision criteria without creating admin burden. This chapter shows you which properties actually matter, how to structure them for consistency, and how to avoid the trap of capturing everything whilst using nothing.
Keep unqualified leads out of your pipeline. Maintain accurate forecasting and help reps focus on real opportunities only.
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45
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All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
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24
per month
Sales focused CRM with clean pipelines and activity tracking, ideal for small teams that value speed.
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From
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12
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Work OS with boards, automations and dashboards, flexible for marketing and ops when configured with restraint.
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25
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Simple CRM for relationships and outreach lists, useful for partnerships and light sales without heavy setup.
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299
per month
Small business CRM with email automation and invoicing, good when you want sales and marketing in one light tool.
Define pipeline progression steps to standardise how reps advance opportunities and give managers visibility into where deals stall or convert unexpectedly.
Complete the practical checklist for your first day in HubSpot: set up your working hours and availability, configure notification preferences so you're alerted to important updates, connect your email and calendar for seamless communication, and set up snippets and email templates that save time on repetitive messages.
