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General

General

Learn the basics!

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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

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Advanced

Reports and Dashboards: Report Creation and Sharing