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Sales Hub Onboarding

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Jonathan_Baker1 en Enero 23, 2024

Connecting Domains

Can someone help with how to connect domains and tracking code in HubSpot?

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karstenkoehler

Miembro del salón de la fama | Partner

Enero 23, 2024 00:57

Hi @Jonathan_Baker1 , The instructions for installing the tracking domain seem to be missing. You can find those here: https://knowledge.hubs...Leer más

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abhishekn en Octubre 21, 2022

The creation of a dashboard in order to be able to track the source of leads

I want to create a dashboard just to track the lead and its source. How do i do that? Can anyone help me in this?

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karstenkoehler

Miembro del salón de la fama | Partner

Octubre 21, 2022 13:09

Hi @abhishekn , There are default reports for this. Navigate to Menu > Reports > Reports > Create report and use the search b...Leer más

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JeffEcho en Julio 06, 2022

How to migrate notes from Daylite

Hi - I'm trying to migrate our CRM from Daylite to Hubspot. When syncing between Daylite and Hubspot, I'm only able to sync companies and contacts. I am not able to sync notes from Daylite. This is critical for us. Is there anyway to sync Notes Leer más

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karstenkoehler

Miembro del salón de la fama | Partner

Julio 07, 2022 00:26

Hi @JeffEcho , I haven't worked with Daylite before but it seems to be possible to export notes from Daylite: https://support.clio.com/hc/en-...Leer más

CharlotteJ en Diciembre 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 Leer más

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aminder5

Miembro

Marzo 04, 2024 06:13

thanks for sharing us one of the best information like

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