Identifying issues in your HubSpot portal
Like most things in life, you often don't know you have a problem until something disastrous happens. HubSpot users are often anxious to begin using the platform and prove a return on investment (ROI), as discussed in Chapter 2, Generating Quick Wins With HubSpot in 30 Days, so that they can justify the budget they asked from CEOs to get the platform. This means they often don't take time to plan how they will organize the portal and optimize the tools at their disposal.
Therefore, some of the most common issues customers face after using HubSpot for some time without proper planning are as follows:
- They can't find or understand anything in your portal. If you find yourself with too many lists or workflows and don't remember why they were created or can't understand the reason why they were created, this means you did not maintain a proper log of your assets. Even if you find yourself scrambling to find...