Guide

Keep it clean, keep it lean - Properly manage your HubSpot CRM data.

Nobody wants messy data. Our Data Management 101 Workbook will give you the tips and tricks you need to tidy up your CRM.

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What you get:

Take the guesswork out of your business decisions with meaningful data.

  • Learn best practices around tidying up your CRM and how to effectively format new imports.

  • Keep your CRM data organized by utilizing custom properties and segmentation.

  • Discover how a well-thought-out naming convention and de-duplicated data will save you time and effort.

See what's inside