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Managing your HubSpot Account as an Admin

via Hubspot Academy

Overview

This course covers the basics of being a HubSpot admin.

    Syllabus

    • Introduction to Managing your HubSpot Account as an Admin
      • Introduction to Managing your HubSpot Account as an Admin
    • Configuring Your HubSpot Account
      • As the admin for your HubSpot account, you have a lot of responsibilities. In this lesson, you'll learn which tasks should be done first to set your team up for success.
    • Users and Teams for HubSpot Admins
      • As an admin, one of your most important responsibilities is adding users to your account. In this lesson, you'll learn how to add users as well as how to organize them into teams.
    • Data Protection in HubSpot
      • In this lesson, you'll learn the importance of data security as well as best practices to ensure your data is safe.
    • Designing Compelling HubSpot Dashboards
      • A business dashboard is an information management tool for tracking KPIs, metrics, and other key data points relevant to a business, department, or specific process. Dashboards simplify complex data sets to provide users with at-a-glance awareness of current performance through the use of visualization. In this lesson, learn how to effectively communicate to your key stakeholders through the creation and customization of your HubSpot dashboards.
    • Asset Partitioning in HubSpot
      • Whether your business operates multiple brands, targets different markets, or sells unique product lines, you can use asset partitioning to create separate experiences for your different business units. With asset partitioning, you can manage the visibility of contacts, deals, content, and other assets between your different teams within HubSpot. In this lesson, you'll learn how asset partitioning can help you declutter your account and restrict visibility, the steps to partitioning your account the right way, and how to assign assets to a team in HubSpot.
    • Demystifying Integrations
      • In this lesson, you’ll learn the importance of integrations, hear the answers to some of the most frequently asked questions on integrations, and get an overview of HubSpot’s App Marketplace.
    • Data in HubSpot: Custom Objects and Other Tools
      • There are many ways to represent your data inside Sales Hub. In this lesson you'll learn how to decide which method is best for you and how to organize your data using CRM extensions, custom properties, custom objects, and more. Using these tools, you can structure your data how you actually use it.
    • De-duplicating Your Data in HubSpot
      • Duplicate data leads to bad experiences for both your team and your customers. See how HubSpot uses machine learning to identify and merge duplicate records, and learn how to use this tool to keep your database clean and tidy.
    • Next Steps for HubSpot Admins
      • A resource page full of links to helpful lessons and courses within HubSpot Academy.

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