How to Keep Your HubSpot Account Organized

A high-level overview of best practices for keeping your HubSpot account and data up to date, clean, and efficient for your team.

This video includes how to:

  • Create lists for data clean up purposes
  • Manage duplicates
  • Customize your record layouts
  • A Review of the App Marketplace for additional data clean up tools
  • Recommendations for Conducting a HubSpot Audit

 

Additional Resources