When you first enter the HubSpot world, whether it’s a new portal or one you’re inherited, it can feel like a lot. HubSpot is a pretty robust software solution after all, and it takes work to set it up. While there isn’t an exact color-by-number plan that fits everyone, patterns and best practices do emerge after you’ve been in multiple portals with many users over thousands of training sessions. So, if you’re wondering where to get started, what to do first for maximum efficiency, and how not to screw it all up, you’ve found your guide.
