You're in the right place to find your customers, grow your sales, and easily organize your data. To ensure you're set up for success, we've picked six basic set-up tasks. Here's what's left to cross off your to-do list.
Your to-do list ✍️
1. Create a new contact
See all your contact details and interactions you've had in one place.Add contacts.
2. Add your existing contacts
Import a file or sync your contacts directly from the apps your business uses. Add now.
3. Set your contact properties
Store and display the contact information that your team needs.Choose properties.
4. Invite your team
Invite your team to share data, assign tasks, and manage customer interactions. Invite your team.
5. Connect your inbox
Connect your inbox to collaborate faster and more efficiently in one place.Connect.
6. Install the HubSpot tracking code
See what visitors are doing on your website and capture their details in your contacts database.Add tracking code.
But first, while you're here in your inbox, let's install your email extension. This'll help keep your contacts in sync.