Data entry is very sloppy at many companies. Example: people forget to use capitals when writing first name.
Important, but not urgent. Sloppy data entry is not really a problem for 10 persons and companies in HubSpot, but a nuisance when more and more data is added. Make your future self happy and use this workflow to make your data entry more consistent.
Data entry is sloppy, e.g. "stefan" as a first name.
Data formatting is consistent throughout the entire database.
Get inspired by other workflows that we've built. We can swap out tools if you don't use them and replace them with your tool stack.