You should be good for at least the first year. In my experience, new HubSpot users want to get the basics down before customizing their experience and settings. One caveat: users can update and change their personal, permission based settings, at any time. This ensures that everyone will be using HubSpot in the same way. How will this give me peace of mind?Everyone on each team will have the same set up, based on the preset you created. HubSpot allows you may set up presets for:ĭefault Homepage (Companies, Dashboards, Contacts, Email etc.) Once all the presets are set up, assign them when inviting everyone into HubSpot. ![]() Once you have the sales team preset completed, set up the marketing team presets. Find the correct beta you wish to enroll in and click Join Beta.How will HubSpot presets and notification profiles save me time? Rather than setting up individual accounts for each team member, set up one preset for the entire team. In the left side menu, under Early Access, select Betas. Go to your account menu and in the drop down, select product updates. These features in HubSpot are now live in Public Beta - you will need to opt into them. ![]() Are you onboarding your team to HubSpot? Save yourself time and be at peace knowing that everyone on their respective teams has the same setup by using HubSpot's Presets and Notification Profiles.
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