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Sales Hub Onboarding

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CharlotteJ on January 17, 2022

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

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

Reply Announcement Sales

12 upvotes

74 Replies

CharlotteJ on December 14, 2021

Sales Hub Pro - Onboarding step 1 : Strong foundations

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

Reply Getting Started Sales

11 upvotes

6 Replies

SDezo on May 23, 2023

How to convert form submit into contact

I thought this would happen automatically. Is there a way to have form entries get added as contacts?

Reply Free

0 upvote

1 Reply

BAfia on May 22, 2023

Activity Feed shows no data

I've recently set up Hubspot and my Activity Feed has yet to show any data and I can't work out why. I've checked the right notifications are on. I've enabled Log and Track. I have no filters applied. It's also the same on all my devices.

Reply Free

0 upvote

10 Replies

Solved

SShealy on May 17, 2023

No Tasks Loading

I built out my sales pipeline yesterday and added all my active deals, then placed each deal in the stage of the pipeline where it currently is. Today I created automated tasks based on each stage of the pipeline, but when I go to the tasks page not read more

Reply Tasks

0 upvote

4 Replies

Solved

JMcCree on May 09, 2023

Updating Stage Properties and related companies

Is it possible to set up prompts when moving deals from one stage to another that includes adding a contact and a company Also, can you set up prompts where company information must be filled in, not just deal information?

Reply Deals

1 upvote

1 Reply

Solved

LCorey on April 21, 2023

Sales documents - what do you use it for?

Just wondering what people use the "sales documents" for? do you put copies of your product knowledge and sales documents here? or do you put financial or sales peoples figures or documents in here? I personally use attachments in deals to add docum read more

Reply Enterprise

1 upvote

1 Reply

Solved

AnnL on April 11, 2023

emails not logged

Hi, I have connected my gmail account, however the email I sent from gmail is not logged and I can't see it in the recent activity under the existing contact. Could you please help? Many thanks, Ann

Reply Free

0 upvote

1 Reply

Solved

Smiley_Nelson on April 10, 2023

Deal screen does not transfer Notes and Tasks back to Contact screen

When I create a new Contact and associate the new contact with a Deal, the Contact shows up as a Deal on this beautiful screen that allows me to move the Deals around to my various Case Status Categories. And when I generate new Notes or Tasks in th read more

Reply Professional

0 upvote

1 Reply

Solved

PFogelsanger on April 05, 2023

Need to save owner email address

Hi, we're using a 3rd party portal that integrates with Hubspot. But we need to have a text field that contains the email address of Company owner. Been trying to figure out how to do this in workflow and all I can do is set a Property to Full Nam read more

Reply Professional

0 upvote

2 Replies

oconnor_bb on April 03, 2023

Adding Webform Submissions as New Contacts

Hello! I am new to the platform, and when I chatted in for assistance they suggested I come in here. We have a web form (external, from our site provider), and each incoming one is usually a new contact/client (but not always). It comes to read more

Reply Contacts Free

0 upvote

1 Reply

Solved

PMgoUrban on April 03, 2023

Backup codes

Back up code I am the administrator for our company, one of my colleagues working remotely has lost access because her backup codes do not work. Here is what she said: "I unfortunately can't log into Hubspot anywhere or link my email because my read more

Reply Professional

0 upvote

1 Reply

Solved

BRosen on March 24, 2023

"set lifecycle stage when deal is created" not working

Hi there, I have to toggle button on for "set lifecycle stage when deal is created" and I've selected sales qualified lead. However, deals are not automatically created when contacts are moved to SQL. How do I fix this? Thanks! Best, read more

Reply Starter

0 upvote

1 Reply

Solved

HFles on March 10, 2023

Project tasks linked to TASKS

Would it be possible to connect projects tasks and sub tasks, to the Task follow up system in CRM hub?

Reply Professional

0 upvote

1 Reply