Setup your account defaults
This guide provides step-by-step instructions on how to set up your account defaults in HubSpot. By following these steps, you will be able to customize your account name, time zone, fiscal year, and company information. Setting up these defaults will ensure that your HubSpot account is personalized and tailored to your specific needs.
Ben Weeks
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6 steps
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21 seconds
HubSpot
1
Click the Settings Gear Icon
2
Select "Account Defaults" on the left navigation menu
3
Set your Account name, Time zone, and Fiscal year
information ordinal icon
These defaults will be applied to the entire HubSpot account
4
Click, "Yes change time zone" when updating the default time zone for your account
5
Enter your Company Information
6
Click "Save" to save your changes