Help Articles
Reporting Readiness
Check whether recorded source, currency and timing support useful reporting.
Read Findings And Decide What To Fix
Use the three finding categories to choose the right action.
Download The Action Spreadsheet And Open CRM Records
Turn assessment findings into a practical fix list.
Read And Download Your Executive Report
Understand the result, the priorities and the limits of the evidence.
Compare Results After Changes
Check improvement without confusing changed scope with better performance.
Understand Free And Paid Assessment Scope
Choose your domains and keep your history when you upgrade.
Get Support And Follow Your Request
Send a useful request and keep the conversation in one place.
Data
Check whether CRM records contain usable information and relationships.
Pipeline
Find deals that may be stalled, incomplete or hard to forecast.
Understand Missing Evidence And History
Separate an empty CRM value from a source the connector could not verify.
Understand Your Health Score And Evidence Coverage
Read the score together with the evidence behind it.
Understand Assessment Progress And Delays
Know when to wait and when a run needs attention.
Complete Your First Setup
Prepare your company, connection and assessment scope.
Sign In And Understand Your Access Status
Know what pending, approved and declined access means.
Manage Your Profile And Password
Update your profile or recover your sign-in access.
Connect HubSpot
Authorize the correct account and check your suggested mappings.
Fix A HubSpot Connection Problem
Troubleshoot authorization, the wrong account and missing access.
Review Field Mappings And Suggested Defaults
Tell GTMOne which CRM fields represent your operating information.
Set Your Business Calendar And Assessment Scope
Set the operating context once and select the checks that matter.
Run An Assessment
Start the background check after setup is ready.