What a completion record looks like

Completion record

Name

Sample learner

Course

HubSpot CRM Foundations — turn two raw exports into a CRM anybody can trust

Completed

8 November 2026

Project

View the dashboard →

Skills demonstrated

Making a free CRM account and finding the three kinds of record it keeps · Importing a file into a CRM: choosing the object, mapping every column to a property deliberately, and naming the import so the records can be found again · Reading what an import actually did — what it created, what it updated, what it linked and what failed — from the import's own record rather than from memory · Knowing which field a CRM deduplicates each kind of record on, and why the records created can be fewer than the rows supplied · Linking people to the firms they work for, and explaining the ones nothing could link · Repairing values a CRM will not repair for you, by filtering and sorting to find them first · Defining a property for a reason, choosing its field type, and working inside a ceiling on how many you may have · Filling a property for every record by an import that updates rather than creates · Reading an import's error file, and putting the rows that never arrived in by hand · Working a pipeline: finding the records whose stage contradicts what is known about them, moving them, and reading what the totals do · Building saved views and a segment that each answer one named question, and handing one to somebody else · Saying, of any figure on a CRM screen, exactly which records it counted

What was built

A free HubSpot account holding a few hundred contacts, several dozen customer companies and a hundred-odd deals sitting in the pipeline's own stages, with the people linked to their firms, the company names written one way instead of four, a property you defined yourself and filled by an import that updated rather than created, the deals that never arrived found in the import's error file and put in by hand, the stages corrected where the record said one thing and the outcome said another, every deal owned, a segment a colleague can be sent, and a shared view that answers a named question. Four hundred and seventy guided minutes on the first company, then two hundred independent minutes rebuilding it from a brief on the second — just over eleven hours.

The 6 sessions, and when each was completed on their own

Each session was completed twice: once with step-by-step guidance on one company’s data, then on a second company’s data from a brief, with guidance only when asked. Every check passed on both. Alongrail records the sessions, the checks and the dates; the dashboard itself is the learner’s own, hosted where they chose.