Sales Hub Onboarding

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CharlotteJ on January 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 read more
15 upvotes
121 Replies
Most Valuable Member | Diamond Partner
February 17, 2024 13:45
Hi @DMakela are you still looking for help with your dashboards and reports?
CharlotteJ on December 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 read more
14 upvotes
11 Replies
Member
December 03, 2023 06:32
Sales Hub Pro's "Onboarding Step 1: Strong Foundations" is the initial phase of the onboarding process designed to establish a solid groundwork for e...read more
Sinthu on September 01, 2023
we have a few custom timeline events created at the contact level for every time the contact interacts with a social post. Now I want these events to show up at the company level as well. How should I configure this?
0 upvote
3 Replies
Community Manager
November 02, 2023 14:30
Got it, thank you for the additional information @Sinthu ! I wanted to ask a couple of subject matter experts for advice: Hi @Bryantworks...read more
Solved
LTroesh on October 13, 2022
Hi, I have recently imported 290 leads. I need to update the lead status. It is all the same status to begin. Can I do it at the same time? Also need to group these imports into the same group. Thanks
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
October 14, 2022 00:10
Hi @LTroesh , Yes, this is possible. To start, navigate to Menu > Contacts > Contacts and click All filters (center of the scree...read more
Solved
JordanR1 on March 25, 2022
Hi All, I am importing data from our previous CRM into HubSpot and am stuck on Tasks. Searching was not fruitful and the best answer I found suggested that the API was required. How do I import tasks using excel? Thanks!
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 25, 2022 13:54
Hi @JordanR1 , You're correct, at the moment this is possible only via API or a third-party integration, such as Import2 or CSV Loader . ...read more
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