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Kick-Off – Free Preview

If you’re onboarding with us, our first call together is a chance for us to get to know your team, identify any priorities and set out what you can expect from onboarding with us.

Key things we will examine include:

Homework

Invite your team members to join your HubSpot portal. At this early stage we recommend adding only those who will be part of the onboarding process.

Every user you add will receive an email prompting them to login and create a password.

It’s a good idea for users to also check their notification preferences when they get access to their accounts. This will allow you to choose how you would like to receive your notifications from HubSpot. You can do this in Settings > Notifications.