Sales Hub Onboarding

Search Sales Hub Onboarding for solutions or ask a question
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • Best Practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
Solved
MagaBMiz on May 08, 2025
Appoinment cards
Is it possible to improve the appoint card view? Instead of seen the appointment End to see the Event name for ex or also it would be good to see the comments or notes from the appointment.
Reply Custom Objects
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
May 08, 2025 14:52
Hi @MagaBMiz , Yes, in the record customization options for the object you're currently viewing, you can also customize the shown cards: http...read more
Solved
JBoobar on September 10, 2024
Adding New Association Cards
I created a new association card under customize record for a contact that I am using the track referrals. However, it is copying over anyone in the "contacts" card already associated. Also, When I add a contact to the referred by, it adds them to t read more
Reply Custom Objects
0 upvote
4 Replies
Accepted solution
franksteiner79
Recognized Expert
September 10, 2024 14:38
Thanks for the additional context @JBoobar . I can see where the confusion is occuring, there are different types of cards you can use in di...read more
Solved
JohnJeko on March 27, 2024
Setting up Workflow for Custom Objects
Hello there, Reaching out looking for a bit of assistance. I'm relatily new to Hubspot and we have started onboarding recently. It all goes well but the main issue we are facing is setting up automation for whenever the contract is expiring read more
Reply CRM Custom Objects
0 upvote
3 Replies
Accepted solution
TomM2
Thought Leader | Platinum Partner
March 28, 2024 07:04
Hey @JohnJeko this is pretty straight forward to do! I'd recomend having a read through the list of workflow actions to get more familiar and hav...read more
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.