Hubspot CRM Guide for Beginners

Hubspot CRM gives your team a central place to store, organize, and work with every customer interaction so you can sell and support more efficiently.

This guide walks you through the core CRM tools, based on the official documentation, so you can confidently set up records, track activity, and keep your database clean.

What Is Hubspot CRM?

The CRM in your Hubspot account is a unified database of people and companies you interact with, plus the deals and tickets tied to them.

Your main CRM objects include:

• Contacts – individual people such as leads, customers, and partners.
• Companies – organizations that your contacts belong to.
• Deals – potential or closed revenue opportunities.
• Tickets – support or service requests from customers.

Every object record stores properties, timeline activity, and associations to other records.

How to Navigate the Hubspot CRM Workspace

When you sign in, the CRM tools live in the navigation under items such as Contacts, Companies, Deals, and Tickets.

From any of these sections you can:

• Switch between table view and board view where available.
• Apply filters to focus on the records that matter now.
• Customise columns so the most important properties are visible at a glance.

Create and Manage Contacts in Hubspot

Contacts are often the starting point for your database. You can add them manually or import them in bulk.

Manually create a new contact in Hubspot

1. In your main navigation, go to Contacts > Contacts.
2. Click the button to create a new contact.
3. Enter key details such as email, first name, and last name.
4. Add any extra properties your team relies on (for example lifecycle stage or phone number).
5. Save the record to create it in the CRM.

Once created, you can log calls, emails, meetings, and notes directly on the contact timeline, ensuring a full interaction history.

Import contacts into Hubspot

1. Prepare a CSV file with column headers that match your properties.
2. In Contacts, use the import option.
3. Upload your file and map each column to the correct property.
4. Review your mappings, then start the import.

Imports let you quickly populate your CRM while keeping data structured and consistent.

Manage Companies and Account Data

Company records help you organize contacts by the organizations they work for.

Create companies in Hubspot

1. Go to Contacts > Companies.
2. Create a new company record.
3. Fill in fields such as company domain, name, and industry.
4. Associate existing contacts with this company so you can see every related person and deal.

With associations, your team can open a single company record and view all linked contacts, deals, tickets, and activities.

Track Deals in the Hubspot Sales Pipeline

Deals represent revenue opportunities in your pipeline and help your sales team prioritize work.

Create deals in Hubspot

1. Navigate to Sales > Deals.
2. Choose the appropriate pipeline if you use multiple sales processes.
3. Create a new deal and enter the amount, close date, and deal stage.
4. Associate the deal with relevant contacts and companies.
5. Save the record, then move it across stages as the opportunity advances.

Board view lets you drag and drop deals between stages, giving instant visibility into pipeline health.

Log Activities and Use the Hubspot Timeline

Every record in the CRM has a timeline showing a chronological history of your engagement.

You can log or view:

• Calls and meetings.
• Emails sent through connected inboxes or the CRM tools.
• Notes and internal comments.
• Tasks assigned to yourself or other users.

Keeping timeline activity complete ensures that anyone who opens a record in Hubspot immediately understands the relationship history.

Working with Lists and Views in Hubspot

Lists and saved views help you segment contacts and other records for marketing, sales, and reporting.

Create a contact list in Hubspot

1. Go to the Lists tool in your CRM.
2. Create a new list and choose whether it should be active (dynamic) or static.
3. Add filters based on contact, company, deal, or activity data.
4. Save the list so it updates based on your rules.

Lists support targeted emails, workflows, and reporting by letting you group records that share specific attributes or behaviors.

Custom views for daily CRM work

Within any object index page you can:

• Apply filters such as owner, lifecycle stage, or create date.
• Sort by fields like last activity date or amount.
• Save the configuration as a view you can revisit later.

These focused views keep your day organized without changing the underlying data.

Keep Your Hubspot CRM Data Clean

Good CRM hygiene ensures reports, automation, and outreach stay accurate.

Key practices include:

• Regularly check for duplicates and merge records when needed.
• Standardize property values so filters and lists work reliably.
• Set required fields on create forms for contacts, companies, and deals.
• Audit user access and permissions so each team member sees only what they need.

The more consistently your team uses Hubspot, the more reliable your dashboards and automation become.

Where to Learn More About the Hubspot CRM

For step‑by‑step screenshots, feature notes, and updates, consult the official CRM knowledge base at HubSpot CRM documentation, which is the reference for this guide.

If you need strategic help designing your CRM and go‑to‑market processes, you can work with a consulting partner such as Consultevo to shape your implementation.

By following these fundamentals and exploring the official resources, you can turn Hubspot into a trusted system of record that supports marketing, sales, and service across your entire customer journey.

Need Help With Hubspot?

If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.

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