Project: CRM Setup

[eleventh19]

Project Description

This card is to track the order, initial setup, onboarding, and full setup of the CRM tool (Hubspot). As of June 1st, the CRM has been ordered and I added a single contact.

Work Plan

Enter the steps as reflected in your Work Plan:

• [x] order CRM
• [x] Set up onboarding call
• [x] go through initial onboarding (60 days)
• [ ] import contacts from outreach sheet
• [ ] integrate to calendar
• [x] integrate to email
• [x] add all active outreach
• [ ] anything else for the initial setup?

This issue can be closed once Hubspot is setup

Resources

This is building on the CRM project proposal. No project doc for this project yet

[eleventh19]

Had the final onboarding call with Nicholas recently and got passed along the customer success team for ongoing q's/issues. Still need to finalize getting older outreach into it. Starting to use CRM more actively on the individual contact level, still need to set up custom properties and workflows