CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Curious how folks would use the Deal Type property in our circumstances. We have an advertising business. All purchases are for a single campaign; our customers typically purchase once yearly. With regards to the Dealy Type, my thought is that we should apply New Business to any deal associated with an organization that has never purchased from us before, and Existing Business for organizations that have. Is anyone with a similar busin more
    • Dear HubSpot-Community, we are looking for a field sales management software tool that can be easily integrated into HubSpot. The tool should support our field sales manager with the geo mapping of contacts, optimized routing and territory management. Furthermore, we have high standards regarding data protection since we are operating in the health care industry (Germany). Would be great to get some reccomendations and feedback on exisiting more
    • Can the same sequence be running multiple times? For example: Can I start "Sequence 1" today with "x" contacts and then tomorrow start "Sequence 1" with "y" contacts? The sequence takes 28 days to finish. Or would it be better to use a workflow? more
    • Hello! I would like to get some insights whether its possible to track how many MQLs and SQLs the SDRs in our company have. Tricky part here, is that our SDRs work the MQLs until they become SQLs, then the AE takes over the SQLs. With that in mind, when an SDR converts an MQL to an SQL, the SQL will be transferred to the AE, and will not belong to the SDR anymore. Is there a way to track how many MQLs and SQLs are SDRs are having/prod more
    • Can anyone suggest a list of 5 disqualification and 5 winback reasons that Sales people should fill out (for data analytics) - they only fill out 1 reasons of course, if they move deals to these stages. more

Browse all topics

  • Tips, Tricks & Best Practices
  • Account & Settings
  • CRM
  • Dashboards & Reporting
  • Gmail Sales Extension
  • Outlook Sales Extension
  • Mobile Application
  • Sales Hub Tools
  • Sales Integrations
  • Sales Email
  • Sales Hub Onboarding
  • Payments
Filter by
  • All labels
  • Account
  • best practices
  • Companies
  • Connected Email
  • Contacts
  • CRM
  • CRM Email
  • Dashboards
  • Deals
  • Email Deliverability
  • Enterprise
  • Free
  • How-To
  • Integrations
  • Meetings
  • Professional
  • Reports
  • Sales
  • Sales Dashboard
  • Sequences
  • Settings
  • Starter
  • Tasks
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
  • All
  • Solved
  • No Replies Yet
CharlotteJ on January 17, 2022
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
58 Replies
CharlotteJ on December 14, 2021
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
MFranklin0 on March 28, 2023
Most of our forms create contacts. I have created a WF that creates a related Company when the association does not exist. How could I modify the workflow so if a company exists by domain, that the company is associated with the contact rather than read more
0 upvote
0 Reply
TheSpade888 on March 28, 2023
Hi All, 🖐🏾 I have been using Hubspot for years now without any such problems as now. The thing Is that my IMAP e-mail connection stopped working and the account is disconnected. When trying to reconnect I get an error telling me that Hubspot has read more
0 upvote
1 Reply
Top Contributor | Partner
March 28, 2023
Hello @TheSpade888 Kindly check the following two resources: 1. Set up IMAP or Exchange settings 2. Find your email more
XAiEstimation on March 28, 2023
Can we add tags to outbound Calls to track things like "gathered email"
March 28, 2023
Hello @XAiEstimation , I have seen this request is already submited over ideas forum - more
CSexton1 on March 28, 2023
Does anyone know if there is a way to set up a property that is the same for every user? I am looking to have a property that is essentially a "count" of all companies that fit a certain criteria. My thinking is that I can create a property tha read more
0 upvote
0 Reply
Alvin-Chan on March 28, 2023
Hi Community! My name is Alvin and I’m a product designer here at Hubspot. We’re working to improve our Deal editor experience, specifically related to how ARR/MRR/TCV and Totals are calculated, and any pain points you're experiencing with the ex read more
0 upvote
1 Reply
March 28, 2023
lmarshall on March 28, 2023
Deal filters have stopped working correctly. Seems to have happened sometime in the past couple of months when a big update was applied (at the same time the functionality to drag a deal to a different column became extremely slow)
0 upvote
2 Replies
March 28, 2023
The issue we have is not related to lagging. The deal filters do not work correctly at all.