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Your first week using the CRM

Four habits to focus on, and the rest follows.

You don't need to learn everything at once. In your first week, focus on four habits and the rest follows.

  1. Find your way around. Practice searching for contacts and companies, and opening a record to see its info and history.
  2. Log your activity. Every call, email, or meaningful note — put it on the record, in the moment. This is the single most important habit.
  3. Keep things current. When something changes, update it. Move your deals to the right stage and fix outdated info.
  4. Work your tasks. Check your task queue each morning and work it down so nothing slips.

That's genuinely most of the job. The system was built around how your team works, so lean on your job aids and don't be afraid to click around — you won't break anything by exploring. If you get stuck, your internal admin or team's HubSpot champion is there to help.