Sales Hub Onboarding

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CharlotteJ on Janeiro 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 Leia mais

Responder Announcement Sales

10 avaliações positivas

58 Respostas

CharlotteJ on Dezembro 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 Leia mais

Responder Getting Started Sales

10 avaliações positivas

6 Respostas

Solucionado

DH123456 on Março 08, 2023

How do I automate the task of creating a deal?

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 Leia mais

Responder Deals Professional Workflows

0 avaliações positivas

1 Respostas

ASchneider81 on Dezembro 29, 2022

Board View Limitation

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 Leia mais

Responder Deals

0 avaliações positivas

1 Respostas

Solucionado

marshall_parr on Novembro 18, 2022

Create a deal each time a sequence is sent

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 Leia mais

Responder Deals Sequences Workflows

0 avaliações positivas

5 Respostas

Solucionado

AKampakis on Maio 27, 2022

Run Rate calculation

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 Leia mais

Responder Deals

0 avaliações positivas

2 Respostas

Solucionado

CCaffrey on Abril 09, 2022

Deal Close Date Does Not Import

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 Leia mais

Responder Deals

0 avaliações positivas

4 Respostas

Solucionado

niederberger on Março 21, 2022

Products without Price

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? Leia mais

Responder Deals Sales

0 avaliações positivas

6 Respostas

Solucionado

TWalsh6 on Fevereiro 28, 2022

booking a meeting

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 Leia mais

Responder Deals Meetings

0 avaliações positivas

2 Respostas

CharlotteJ on Dezembro 14, 2021

Sales Hub Pro - Onboarding step 2 : Set-up and automate your sales pipeline

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 Leia mais

Responder Deals Sales

1 avaliações positivas

0 Respostas

CharlotteJ on Dezembro 14, 2021

Tips to effectively create and manage your sales pipeline

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 Leia mais

Responder Deals Sales

1 avaliações positivas

0 Respostas

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