(hubspot:index)=

# Customer Relationship Management (CRM)

We use HubSpot as our Source of Truth for tracking Contacts, Organizations, Deals and the relationships that drive each of them through sales. 

See our [Guide to the HubSpot CRM](https://docs.google.com/document/d/1T6kl8bOt6S0ltt5ICxlmX-CKSgkrL3e1qmvGYDI1JNM/edit?tab=t.0#heading=h.o3k954vg6ioy).

:::{note}
We used to use AirTable for this, here's a link to [our old CRM in AirTable](https://airtable.com/appbjBTRIbgRiElkr?). We'll deprecate that in the coming months.
:::

## How to log into the HubSpot admin account

We have an admin account that gives the whole team edit access to our HubSpot data.
The easiest way to sign in is with a passkey stored in our [team Bitwarden](#account:bitwarden).

- Go to the [HubSpot Account page](https://app.hubspot.com/home).
- Username: `admin@2i2c.org`
- Choose `Sign in with a passkey` and select the 2i2c Admin passkey from Bitwarden.

### Fallback: username, password, and 2FA

If the passkey isn't available, you can sign in with the username and password instead:

- Go to the [HubSpot Account page](https://app.hubspot.com/home).
- U: `2i2c Admin`. P: `See bitwarden`.
- You'll see a 2FA prompt like this:

  ![](./images/hubspot-2fa-prompt.png)
- Use the [team Bitwarden](#account:bitwarden) to find the 2FA credentials:

  ![](./images/hubspot-2fa.png)
- Click `Skip for now` when prompted to improve the 2FA.