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
InnoVites on February 02, 2024
Hi, I get the following error message when I try to import e-mails via csv: "This file isn't a valid CSV or Excel spreadsheet. This file’s type is message/rfc822." The funny thing is, I get this message for all types of csv files. Even w read more
0 upvote
2 Replies
Participant
February 05, 2024 09:05
Thank you. Converting to xlsx is not possible due to the size of the values which hit Excels limits.
MariaJSalazarL on January 23, 2024
Hello, there! I have a case with a client who is facing problems with associations. Despite he has all the associations between companies and deals, the company activity doesn't duplicate automatically in the deal activity record. He's especially co read more
0 upvote
1 Reply
Community Manager
January 24, 2024 04:04
Hi @MariaJSalazarL , Thank you for reaching out to the Community! You' d like to have emails (or other activities) logged onto company and deal ...read more
Solved
ABui4 on January 23, 2024
Hi all, We've just migrated our deals data from Pipedrive to HubSpot. And I noticed a strange thing on a lot of our deals: deals that have status as WON on Pipedrive, but the migrated deal in HubSpot showed 'Is Deal closed' and 'Is closed won' a read more
1 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
January 23, 2024 10:21
Hi @ABui4 , As a first step, could you double check whether the closed won deal stage is actually set to 100% probability / won in HubSpot? h...read more
Solved
CNacca0 on January 14, 2024
Hi All! Bit of context first, we wanted to track which contacts were referred by other customers so I created a new contact --> contact association label called 'Referrer'. I now want to report on which deals have come from the contact th read more
0 upvote
8 Replies
Accepted Solution
Top Contributor
January 19, 2024 13:35
@CNacca0 makes sense. Looking at this into more depth you are now able to report on associations labels but seems to be a beta feature for same...read more
Solved
LLampe on January 05, 2024
Is there a way to give users access only to contacts, companies, deals that they have created themselves?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 05, 2024 08:49
Hi @LLampe , No, this is not possible. There is a user permission setting which only lets users access their owned record (records that they...read more
LLampe on January 02, 2024
I added a new user and gave him access to everything, but he doesn't see the pipeline contents and can't create a new deal. Do you have any idea how this is possible?
0 upvote
4 Replies
Participant
January 02, 2024 10:20
This is what he sees. Normally in this pipeline there are deals. Sorry it is in Dutch, but maybe you see something strange...
Solved
ATorresCha on November 15, 2023
Hola que tal me encuentro en una situacion un poco confuza, actualmente estoy utilizando hubspot saleshub para inter servicio a domicilio, solo que cuando creo un negocio dentro del contacto no migra la informacion del contacto a una seccion donde p read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
November 16, 2023 13:11
Hola @ATorresCha , Claro, por favor vea el ejemplo de abajo. En este caso, estoy copiando el nombre del contacto en el nombre de la negocio. O...read more
Solved
JSetzer on September 25, 2023
We are a small real estate flipping and wholesaling company and looking to increase our training, especially onboarding our sales team. They primarily use Contacts and Deals and want to know best videos or practices for onboarding them to use Hu read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 25, 2023 15:57
Hi @JSetzer , In my opinion the sales software certification ist one of the best ways to understand the tools and the bigger picture: https:/...read more
MTesolin on September 12, 2023
Hi everyone, Is there a native way in Hubspot to transfer Ticket properties to Deal properties? We won't be using Service Hub anymore, but some of the Ticket properties we created overtime are useful for our Sales (Deal) teams. Some help would be m read more
0 upvote
1 Reply
Community Manager
September 12, 2023 15:42
Hi @MTesolin , Thank you for your inquiry. Certainly, you can accomplish the objective by creating a workflow that automatically transf...read more
Solved
KBowler on August 21, 2023
Hi there, When onboarding a new client, or adding a new deal, I would like to verify/check that the information I have is current. I would like to pre-populate a forum with information about my client (company name, ABN, address) and contacts ( read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
August 21, 2023 04:46
Hi @KBowler , Yes, you can pre-populate a form on a landing page with known contact information by following the syntax below. The following l...read more
Solved
MNar on July 27, 2023
Hi, just wondering what package people went for to get onboarded onto sales hub and what they received from HubSpot or an integration/onboarding partner? We need require expert help from someone with proficiency in using Hubspot and the ability read more
0 upvote
1 Reply
Accepted Solution
Top Contributor | Elite Partner
July 27, 2023 13:35
@MNar HubSpot's onboarding teaches you how to use the software. If you have the budget for third party services, the right HubSpot Solutions Partn...read more
LeonardoDVinci on July 26, 2023
To be specific, we are looking for top HubSpot Academy courses for End-user sales personnel. Currently, if you are looking in HubSpot Academy for any sales-related courses, you'll only get recommendations that included admin-level items. We woul read more
Contributor
July 26, 2023 23:33
Thank you for your recommendation @MiaSrebrnjak , we really appreciate it! I would like to hear more from our community and see if they have other...read more
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