What Is Covered in the Main HubSpot Topics Section?

This section focuses on core platform concepts, shared functionality across hubs, and essential practices that every HubSpot user, regardless of role, should understand. 

Rather than diving into advanced customization, these topics ensure users develop a strong, consistent understanding of how HubSpot works and how daily actions affect data, reporting, and collaboration. 

HubSpot Platform Structure and Navigation 

We begin by helping users understand the overall structure of HubSpot. This includes navigation, record layouts, menus, and how different hubs connect within a single system. Users learn where to find key tools, how to move efficiently through the platform, and how to avoid common navigation errors. 

This foundational knowledge improves confidence and reduces dependency on support for basic tasks. 

CRM Records and Data Relationships 

A core topic is how data is stored and connected to HubSpot. We explain contacts, companies, deals, and tickets, along with how associations link these records together. Users learn how timelines work, how activities are logged, and why accurate data entry is critical for visibility and reporting. 

Understanding data relationships helps teams collaborate more effectively and prevents downstream reporting issues. 

Properties, Fields, and Data Consistency 

The Main Topics section also covers how properties work and how they should be used. Users learn the purpose of required fields, dropdown values, and standardized naming conventions. We explain how inconsistent data impacts automation, segmentation, and reporting. 

This topic is especially important for maintaining long-term data quality as teams scale. 

Basic Automation Awareness 

While advanced automation is addressed in separate training programs, the Main Topics section introduces users to how automation operates within HubSpot. This includes workflows, notifications, task creation, and automated updates that users encounter in their daily work. 

By understanding how automation supports their activities, users are less likely to override or unintentionally break system processes. 

Using Dashboards and Interpreting Reports 

We also introduce users to dashboards and standard reports. Rather than focusing on report creation, this topic teaches users how to read metrics, understand filters, and interpret performance data correctly. 

This ensures teams use reporting as a decision-support tool rather than misinterpreting or misusing data. 

User Roles, Permissions, and Responsibilities 

Another important topic is understanding user access levels and responsibilities. We explain how permissions affect visibility, editing rights, and actions within HubSpot. This helps users understand what they can and cannot do and why certain restrictions exist. 

Clear understanding of permissions reduces errors and improves system governance. 

Best Practices for Day-to-Day Usage 

The Main Topics section concludes with practical best practices for daily HubSpot usage. This includes guidance on logging activities, updating records, collaborating across teams, and maintaining clean data while working efficiently. 

These practices help standardize usage across the organization and improve long-term adoption. 

Why the Main HubSpot Topics Matter 

These topics ensure that all users share a common understanding of how HubSpot functions before moving into role-specific or advanced training. This foundation reduces confusion, improves data accuracy, and allows teams to get more value from the platform. 

Need Help Structuring HubSpot Training for Your Team? 

If you’d like help tailoring the Main HubSpot Topics section to your organization’s setup or combining it with role-based training, G&H Automation can help. Contact us to plan your HubSpot training.