Sales Hub Onboarding

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CharlotteJ le Janvier 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 Lire la suite
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58 Réponses
CharlotteJ le Décembre 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 Lire la suite
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6 Réponses
DH123456 le Mars 08, 2023
I'm struggling with something I suspect is very simple, but I can't find a solution (both from the HS Knowledge Base and HS community forums): Problem: I do not want to manually create deals. Goal: If a Hubspot form is submitted, create Lire la suite
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1 Réponse
ASchneider81 le Décembre 29, 2022
My firm uses the BOARD view to review the stages of our deals in the pipeline. Each column represents a stage of the deal. For some reason, each colum is limited to showing 100 deals. If i was to see more than 100 I need to switch views to the LI Lire la suite
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marshall_parr le Novembre 18, 2022
I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. The sequence is the first point of contact we have with prospects after they enquire. I've tried various ways to get this to work, and I'm Lire la suite
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5 Réponses
AKampakis le Mai 27, 2022
Hello, I would like to calculate the run rate of the dpt - daily and monthly. It includes the sales number today, divided by the number of work days, and then multiplied by the total number of work days. In addition, what I need is a property, ab Lire la suite
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CCaffrey le Avril 09, 2022
Hello, I am having an issue with the Close Date being visible while importing Deals. Any time I try to import Deals with multiple associations such as Contact or Company then the Close Date can no longer be associated with the Deal. It only allows Lire la suite
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niederberger le Mars 21, 2022
Hello Together. I try to add products without a fix price as it changes all the time. If I create a product I have to add a fixed price can this be released and added later where I have to type in the amount by creating a deal with products? Lire la suite
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6 Réponses
TWalsh6 le Février 28, 2022
Hi there, I want to be able to book group meetings with a sales rep and a member of the management team - this meeting schedular will be sent to the customer to select the time that works for them. I do not want to purchase sales hub seats for Lire la suite
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CharlotteJ le Décembre 14, 2021
Hi there and welcome to step 2 of our Community-enabled onboarding program. If you missed the first step, it is available here . After working on your database structure, in this second chapter you are going to start diggi Lire la suite
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CharlotteJ le Décembre 14, 2021
You have now put your sales process into HubSpot let me share with you some best practices to take into consideration A Sales qualified lead reaches sales, what do we do? Did you know that adding sales qualified leads to your pipel Lire la suite
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