How-To Guides
Step-by-step guides for using your HubSpot Portal day to day — the everyday tasks your team does most.
- Connecting Your Email, Domains & Calendar
- What am I looking at? Understanding a HubSpot record
- How do I find a contact, company, or deal?
User Support
Stuck or something not working? Find answers, troubleshoot common issues, and reach the Help Desk.
Working With BrightReach
Who we are, how we work, our method, and what to expect during your engagement with us.
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Your HubSpot System
- How do I add a new user to HubSpot?
- How do I remove a user who has left the company?
- Keeping Your CRM Clean After We're Done
- Why Data Hygiene Is the Foundation
- The Naming Conventions We Use (and Why)
Training & Adoption
Getting your team to actually use the system — training, AI assistants, and reference materials that make it stick.
- Playbooks, Job Aids & Ongoing Reference
- AI Fundamentals & Training on Your Custom Assistants
- How We Train Your Team: The Adoption-First Approach
Servicing Your Customers
Set up and run your support tools — shared inbox and help desk — to take care of your own customers.
- Using the Help Desk Day to Day
- Setting Up a Shared Inbox in HubSpot
- Setting Up the Help Desk in HubSpot
Security & Compliance
How your data is protected, including HIPAA, BAAs, and using HubSpot safely with sensitive information.
- How HubSpot Supports HIPAA Compliance: Sensitive Data, the BAA, and What's Covered
- How We Protect Your Data: BrightReach Group's HIPAA Program
- Business Associate Agreements (BAAs): What They Are and When We Sign One