>>2174the setup time isnt really the issue if you stop trying to build a "perfect" system on day one. most people overcomplicate things by importing every single bit of legacy data into
hubspot before they even have a workflow that works. its much easier to start with just a few custom fields and expand as the team grows.
the real killer is trying to automate processes that are still broken manually . if you automate a messy process, you just end up with
automated mess . focus on mapping out your stages in a simple spreadsheet first. whats your current process for capturing new leads before they hit the crm?