Thalita Milan also explains how to create and customize contact forms in "Hubspot for Beginners."
She demonstrates how to use "Quick" and "Advanced Filters" to create simple reports.
She also explains when it's better to use "Segments and Lists" rather than reports. Unlike reports, lists can be "active," which causes items to be dynamically added to the list.
Record customization gives users control over what is included in records.
She explains how to best use Hubspot's built in Ai feature, Breeze.