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General
Learn the basics!
Beginner
- Navigation
- Contacts: Record Creation
- Companies: Record Creation
- Activities: Record Creation
- Reports and Dashboards: Report Creation
- Reports and Dashboards: Dashboard Creation
- Reports and Dashboards: Move and resize reports
- Email and Calendar Integration
- 2FA or SSO (OKTA) setup
- Mobile App
- Tickets: Record Creation
- Log email in your CRM with the BCC
- Updating your HubSpot user's email address
- Parent and Child Companies Associations
- Tickets: Records Update and Delete