Sales Hub Onboarding

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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
15 upvotes
121 Replies
Most Valuable Member | Diamond Partner
February 17, 2024 13:45
Hi @DMakela are you still looking for help with your dashboards and reports?
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
14 upvotes
11 Replies
Member
December 03, 2023 06:32
Sales Hub Pro's "Onboarding Step 1: Strong Foundations" is the initial phase of the onboarding process designed to establish a solid groundwork for e...read more
Solved
PollyannaLima on February 27, 2024
Is there a configuration to validate duplicates with the phone number?
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 27, 2024 11:53
Hi @PollyannaLima , If you're question is whether you can configure HubSpot to automatically deduplicate contacts by phone number, then no, th...read more
Ray78 on February 15, 2024
Hi all, I am hoping you can help me out here as I am a new Hubspot user and ever since creating my account have have constant issues with logging in to hubspot and also I have not been able to log in to the Hubspot Wordpress plugin to connect Wo read more
0 upvote
3 Replies
Community Manager
February 20, 2024 16:02
Hey @Ray78 , thank you for the extra information. Have you followed up with the team over email after submitting the form? Providing them ...read more
Solved
EMcGrath on November 02, 2023
I'd like to create a Dashboard that is dynamic - meaning that sales leadership can view all team member's performance in it, and filter by user. I'd also like the dashboard to show individual rep's data/ performance when they are viewing it. I know read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 02, 2023 14:58
Hi @EMcGrath , When you navigate to Menu > Dashboards and click Create dashboard, you'll find that HubSpot has some suggested dashboards wh...read more
Solved
木村 on October 03, 2023
こんにちは。 HubSpotのコンタクトについて質問です。 私のサイトのユーザには、グループAとグループBがいるのですが、グループBの情報のみコンタクトの登録とトラッキングをしたいです。 ・グループAとグループBは登録する際に入ってくるフォームが違います ・サイトはサブドメインなどで別れてはいませんが、ディレクトリは分かれています コンタクト登録するグループとしないグループを分けることはできますか?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
October 03, 2023 00:18
地域の皆さん、こんにちは、 ウェブサイトのアクティビティだけを追跡しているのですか?もしそうであれば、トラッキングコードをトラッキングしたい場所にのみ読み込ませ、除外したいページには読み込ませないようにする必要があります。これはHubSpotの設定ではなく、CMSやウェブサイトの設定でコードを...read more
Solved
RPascoryanpasco on December 14, 2022
I am a Loan Broker. Usually in CRMs for my Industry we have different types of Contacts. Customers, this is where sales pipelines, marketing and all the traditional stuff works and makes sense. Then we also have Lenders. Where we can add the diffe read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 15, 2022 01:06
Hi @RPascoryanpasco , Out of the box, HubSpot only has the contact object and the company object for this. Right now, records of the same type...read more
Solved
JordanR1 on March 25, 2022
Hi All, I am importing data from our previous CRM into HubSpot and am stuck on Tasks. Searching was not fruitful and the best answer I found suggested that the API was required. How do I import tasks using excel? Thanks!
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 25, 2022 13:54
Hi @JordanR1 , You're correct, at the moment this is possible only via API or a third-party integration, such as Import2 or CSV Loader . ...read more
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