HubSpot
Migrating to HubSpot without importing your mess
What to leave behind, how to clean the export, and the import rules that keep duplicates out of your new portal.
· 3 min readRead ›
HubSpot
Settings, tools and habits that keep a HubSpot portal clean.
- HubSpot
How to clean a stale deal pipeline in HubSpot
The deal properties your forecast depends on, the checks to run on open deals, and three passes to make the pipeline honest again.
· 3 min readRead ›
- HubSpot
Inactive contacts in HubSpot: keep, delete or set as non-marketing?
How to find contacts nobody talks to anymore, and when to keep them, set them as non-marketing or delete them.
· 3 min readRead ›