--- title: How-To Guides | BrightReach Group Support description: Step-by-step guides for using your HubSpot Portal day to day — the everyday tasks your team does most. --- [Skip to content](https://support.brightreachgroup.com/kb/how-to-guides#main-content) English Show submenu for translations [![Brightreach Group LOGO](https://support.brightreachgroup.com/hs-fs/hubfs/Brightreach%20Group%20LOGO.png?width=200&height=200&name=Brightreach%20Group%20LOGO.png)](https://www.brightreachgroup.com/) - [Home](https://www.brightreachgroup.com/) - [ClientReach Portal](https://support.brightreachgroup.com/ClientReach-Portal) - [Billing Portal](https://www.brightreachgroup.com/billing) - [Trust Center](https://www.brightreachgroup.com/trust) Open main navigation Close main navigation - [Home](https://www.brightreachgroup.com/) - [ClientReach Portal](https://support.brightreachgroup.com/ClientReach-Portal) - [Billing Portal](https://www.brightreachgroup.com/billing) - [Trust Center](https://www.brightreachgroup.com/trust) - English Show submenu for translations - [Submit Support Ticket](https://s009g.share.hsforms.com/2NCREhpvGTXCH3ipSMtWoyg) [Submit Support Ticket](https://s009g.share.hsforms.com/2NCREhpvGTXCH3ipSMtWoyg) How can we help? - There are no suggestions because the search field is empty. 1. [BrightReach Group Support](https://support.brightreachgroup.com/kb) 2. [How-To Guides](https://support.brightreachgroup.com/kb/how-to-guides) # How-To Guides Step-by-step guides for using your HubSpot Portal day to day — the everyday tasks your team does most. ## Deals & Pipeline - [How do I create and work a deal through the pipeline?](https://support.brightreachgroup.com/kb/knowledge-base/how-to/create-and-work-a-deal) ## Email & Meetings - [How do I let people book meetings with me?](https://support.brightreachgroup.com/kb/knowledge-base/how-to/book-meetings) - [How do I send and track an email to a contact?](https://support.brightreachgroup.com/kb/knowledge-base/how-to/send-tracked-email) ## Reports - [How do I find and read my reports and dashboards?](https://support.brightreachgroup.com/kb/knowledge-base/reports/find-and-read-reports) ## Getting Started - [Getting Set Up in HubSpot](https://support.brightreachgroup.com/kb/getting-set-up-in-hubspot) - [What am I looking at? Understanding a HubSpot record](https://support.brightreachgroup.com/kb/knowledge-base/how-to/understanding-a-record) - [Your first week using the CRM](https://support.brightreachgroup.com/kb/knowledge-base/how-to/first-week) - [HubSpot Onboarding for Teams New to the Platform](https://support.brightreachgroup.com/kb/knowledge-base/kb/hubspot-onboarding-basics) - [Connecting Your Email, Domains & Calendar](https://support.brightreachgroup.com/kb/connecting-email-domains-calendar) ## Lists & Views - [How do I create a list of contacts or companies?](https://support.brightreachgroup.com/kb/knowledge-base/how-to/create-a-list) - [How do I filter and save a view of my records?](https://support.brightreachgroup.com/kb/knowledge-base/how-to/save-a-view) ## The Basics - [How do I update a contact or deal's information?](https://support.brightreachgroup.com/kb/knowledge-base/how-to/update-a-record) - [How do I log a call, email, or note on a record?](https://support.brightreachgroup.com/kb/knowledge-base/how-to/log-activity) - [How do I find a contact, company, or deal?](https://support.brightreachgroup.com/kb/knowledge-base/how-to/find-records) - [How do I manage my tasks and to-do list?](https://support.brightreachgroup.com/kb/knowledge-base/how-to/manage-tasks) - [How-To Guides](https://support.brightreachgroup.com/kb/how-to-guides#main-content) - [Deals & Pipeline](https://support.brightreachgroup.com/kb/how-to-guides#deals-pipeline) - [Email & Meetings](https://support.brightreachgroup.com/kb/how-to-guides#email-meetings) - [Reports](https://support.brightreachgroup.com/kb/how-to-guides#reports) - [Getting Started](https://support.brightreachgroup.com/kb/how-to-guides#getting-started) - [Lists & Views](https://support.brightreachgroup.com/kb/how-to-guides#lists-views) - [The Basics](https://support.brightreachgroup.com/kb/how-to-guides#the-basics) - [User Support](https://support.brightreachgroup.com/kb/user-support#main-content) - [FAQs](https://support.brightreachgroup.com/kb/user-support#faqs) - [Troubleshooting](https://support.brightreachgroup.com/kb/user-support#troubleshooting) - [Getting Help](https://support.brightreachgroup.com/kb/user-support#getting-help) - [Working With BrightReach](https://support.brightreachgroup.com/kb/working-with-brightreach#main-content) - [About BrightReach](https://support.brightreachgroup.com/kb/working-with-brightreach#about-brightreach) - [How We Work](https://support.brightreachgroup.com/kb/working-with-brightreach#how-we-work) - [Onboarding & Kickoff](https://support.brightreachgroup.com/kb/working-with-brightreach#onboarding-kickoff) - [Our Method](https://support.brightreachgroup.com/kb/working-with-brightreach#our-method) - [FAQs](https://support.brightreachgroup.com/kb/working-with-brightreach#faqs) - [Your HubSpot System](https://support.brightreachgroup.com/kb/your-hubspot-system#main-content) - [Users & Access](https://support.brightreachgroup.com/kb/your-hubspot-system#users-access) - [Data & Hygiene](https://support.brightreachgroup.com/kb/your-hubspot-system#data-hygiene) - [Training & Adoption](https://support.brightreachgroup.com/kb/training-adoption#main-content) - [Reference](https://support.brightreachgroup.com/kb/training-adoption#reference) - [Approach](https://support.brightreachgroup.com/kb/training-adoption#approach) - [Servicing Your Customers](https://support.brightreachgroup.com/kb/servicing-your-customers#main-content) - [Setting It Up](https://support.brightreachgroup.com/kb/servicing-your-customers#setting-it-up) - [Day to Day](https://support.brightreachgroup.com/kb/servicing-your-customers#day-to-day) - [Choosing Your Setup](https://support.brightreachgroup.com/kb/servicing-your-customers#choosing-your-setup) - [Security & Compliance](https://support.brightreachgroup.com/kb/security-compliance#main-content) - [HubSpot & HIPAA](https://support.brightreachgroup.com/kb/security-compliance#hubspot-hipaa) - [HIPAA & Data Protection](https://support.brightreachgroup.com/kb/security-compliance#hipaa-data-protection) [![](https://support.brightreachgroup.com/hs-fs/hubfs/BRG%20LOGO%202x1.png?width=500&height=250&name=BRG%20LOGO%202x1.png)](https://www.brightreachgroup.com) BrightReach Group Help Desk End User Support: [usersupport@brightreachgroup.com](mailto:usersupport@brightreachgroup.com)Client Support: [clientrequest@brightreachgroup.com](mailto:clientrequests@brightreachgroup.com) Phone: (888) 434-2894 Hours: M-F 8am - 6pm Eastern Copyright © 2026,