First, set up your Hubspot account:
Second, install Hubspot Sales extension and connect your inbox:
Get started with your CRM.
Import contacts, companies, deals, notes, tasks and products
Set up and customize your deal pipelines and deal stages
Get started with your marketing tools.
Create Lead forms and pop-up forms
Use non-HubSpot forms
Create and analyze Facebook lead ads in HubSpot
Get started with your sales tools.
Use sales email templates
Use meetings, calling tool and conversational bot
Create email sequences
Monitor Systems and Data.
What information is most relevant to a company will change as the business scales overtime. For a CRM to remain useful processes and data cleanliness should be evaluated annually.