This HubSpot beginner training series explains how to properly set up and structure your CRM using the HubSpot CRM. It focuses on building a clean, organized system for managing leads, clients, and sales processes from the ground up.

The course begins with an overview of HubSpot CRM structure, helping users understand how contacts, companies, deals, and properties work together. This foundation is essential for building an efficient database.

Next, you will learn how to organize and import your lead or client database into HubSpot. This includes best practices for data formatting and ensuring accurate import of customer information.

The series also covers how to create custom properties, which allow you to store additional information about your leads and customers. These properties help personalize marketing and sales efforts.

In addition, you will learn how to segment leads using lists. This makes it easier to target specific groups of customers based on behavior, demographics, or engagement level.

The training further explains how to organize the sales process and map the buyer journey, ensuring that leads are properly followed up and guided through the pipeline.

This guide is ideal for beginners, sales teams, and CRM administrators who want to build a structured, scalable HubSpot system for managing leads