Here are some good habits to have when using HubSpot CRM for marketing and sales funnels:

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1. Keep your CRM up-to-date: Make sure that you keep your CRM updated with the latest information about your leads and customers, such as their contact details, preferences, and behaviors. This will help you personalize your marketing messages and sales pitches and increase your chances of success.

   1. Keep your records updated by contacting leads regularly via email, phone, IRL meetings, and social media. 

      1. Bulk edit records Learn how you can edit property values for contact, company, deal, or task records in bulk.

      2. Customize the right sidebar of records You can customize the information on the right sidebar of your CRM records, including previews of associated records and data from HubSpot tools.

      3. Import records and activities Upload a file to import data for contacts, companies, deals, tickets, custom objects, calls, emails, meetings, notes, line items, tasks, and products.

2. Segment your audience: Divide your leads and customers into segments based on demographics, behavior, and interests. This will enable you to tailor your marketing messages and sales strategies to each segment's needs and preferences.

   1. Use Lifecycle Stage and Lead Status for contacts, and Industry and Type in companies. 

      1. Use lifecycle stages Learn about the lifecycle stages in HubSpot.

      2. Automatically set and sync record lifecycle stages Learn how you can set your companies and deals to automatically sync lifecycle stages to the associated records.

      3. Create and customize lifecycle stages Learn how to create custom lifecycle stages in HubSpot to track contacts and companies through your unique customer journey.

      4. HubSpot's default contact properties Learn more about HubSpot's default contact properties.

      5. Property field types in HubSpot When you create a custom property in HubSpot, the type of information you want the property to collect and store will determine the field type to select. Learn more about the property field types in HubSpot.

      6. Set up email subscription types Learn how subscription types work and how you can use them in your HubSpot account.

   2. Organize your data in a spreadsheet before uploading records. 

      1. Determine your list criteria Lists help you identify and organize your contacts by traits they have in common. By seeing all your list segmentation options and understanding your marketing goal, you can determine which criteria make sense for creating your list.

   3. Keep records updated. 

3. Track your leads and customers: Keep track of your interactions with your leads and customers, such as email opens, clicks, and conversions. This will help you identify which marketing tactics and sales strategies are working best and which ones need improvement.

   1. Use lifecycle stages Learn about the lifecycle stages in HubSpot.

   2. Set up lead revisit notifications Configure your notification preferences for your lead revisit notifications.

4. Use automation: Automate repetitive tasks such as email campaigns, lead scoring, and follow-up reminders. This will save you time and ensure no leads or customers slip through the cracks.

   1. Be mindful of what relevant SaaS products your CRM is compatible with. 

      1. Update automated emails in your workflow Learn how to update automated emails in your workflow.

      2. Create automated emails to use in workflows Learn how to create a marketing email and save it for automation to send it in workflows.

      3. Clone and move workflow actions Learn how to clone and move workflow actions to build and update workflow automation more efficiently.

      4. Set your workflow enrollment triggers Learn how to set workflow enrollment triggers to automatically enroll records in your workflow when they meet specific trigger criteria.

      5. Organize your workflows Learn how to organize workflows by managing your workflow tables and grouping your workflows into folders. 

      6. Choose your workflow actions Learn about workflow actions and how to choose actions in a workflow.

      7. Create Asana tasks with workflows Learn how to create Asana tasks through HubSpot workflows.

   2. Double-check and update automation regularly. 

5. Analyze your data: Regularly analyze your data to identify patterns and trends in your marketing and sales performance. Use this information to make data-driven decisions about your strategy and tactics.

6. Collaborate with your team: Ensure that your entire team is on the same page when using the CRM. Encourage collaboration and communication so everyone can optimize the marketing and sales funnels.