Sales Hub Onboarding

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Jonathan_Baker1 on Januar 10, 2024
Hello Community! I wanted to ask if there is a way to set up notifications for potential duplicate contacts in HubSpot? Thank you
0 Likes
2 Antworten
Accepted Solution
Berühmtheit | Partner
Januar 10, 2024 00:35
Hi @Jonathan_Baker1 , This might depend on your subscription, but generally yes, this option exists under Settings > Notifications >...Beitrag ansehen
oconnor_bb on April 03, 2023
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 Beitrag ansehen
0 Likes
1 Antwort
Community-Manager/-in
April 04, 2023 08:58
Hello @oconnor_bb , thank you for posting in our Community, and welcome to HubSpot! Are you currently adding the " hello-1 email" in the email pr...Beitrag ansehen
Gelöst
CMiller3 on März 04, 2023
I would like to set up a custom property that needs to be completed by the sales team
0 Likes
1 Antwort
Accepted Solution
Berühmtheit | Partner
März 05, 2023 01:30
Hi @CMiller3 , You can find step by step instructions for creating custom properties here: https://knowledge.hubspot.com/crm-setup/manage-you...Beitrag ansehen
danawjones on Dezember 22, 2022
Hi there, I've noticed that if I start my tasks for the day, end up on a contact, but navigate to another contact and do a call or email there, it automatically completes the task for the original contact even though I didn't anything to them. Beitrag ansehen
0 Likes
2 Antworten
Mitglied
Dezember 23, 2022 08:42
Hi @karstenkoehler Thanks for responding! It's all done in the same tab. Here's the sequence of events: I go to the Sales tab in the top...Beitrag ansehen
Gelöst
awilliams777 on November 28, 2022
Hi all. I'm coming from years of using Salesforce and finding Hubspot to be very different. Lots of questions, but the one I want to ask now is about how leads and contacts are structured in Hubspot. In Salesforce, a lead and a contact are two separ Beitrag ansehen
0 Likes
3 Antworten
Accepted Solution
Berühmtheit | Partner
November 29, 2022 00:18
Hi @awilliams777 , There is a great post by @franksteiner79 explaining how lifecycle stage, lead status, and deal stage are supposed to be u...Beitrag ansehen
Gelöst
edwandersson on Oktober 14, 2022
Hello, We're currently onboarding Sales Hub Professional and I have a question regarding Workflows. The idea is for our Sales Reps to be using the property Lifecycle Stage to keep better track of Companies that are assigned to them and currentl Beitrag ansehen
Accepted Solution
Berühmtheit | Partner
Oktober 14, 2022 09:36
Hi @edwandersson , Yes, 'Now in sequence is equal to True' and 'Last sequence enrolled date is known' can be used interchangeable here. ...Beitrag ansehen
Gelöst
MLee6 on Mai 25, 2022
Is there a way of creating a form that requests full names, emails and mobile numbers that then once completed and submitted back automatically creates contacts in Hubspot with this information. And for these contacts to be linked to a particular c Beitrag ansehen
0 Likes
1 Antwort
Accepted Solution
Berühmtheit | Partner
Mai 25, 2022 01:30
Hi @MLee6 , Yes, all contact forms created in HubSpot also automatically create contacts. You can also enable an automation that automatica...Beitrag ansehen
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