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
9 upvotes
48 Replies
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
9 upvotes
5 Replies
Solved
HSaunders on January 25, 2023
Hi Community, First time posting and new HubSpot user here 😊 We have been using the free version of hhubSpot for aroun 18 months and now upgraded to sales, marketing and serivce pro. We have just over 8,000 contacts on our database how read more
0 upvote
6 Replies
Solved
Brammetje0803 on October 27, 2022
Hi, I want to send an extern e-mail to our flowercompany if a car will be delivered to the customer within 2 days. When i'm searching in the workflow menu, there is a way to send an email extern but it can only be send to all contacts. How can i m read more
0 upvote
11 Replies
Solved
edwandersson on October 14, 2022
Hello, We're currently onboarding Sales Hub Professional and I have a question regarding Workflows. The idea is for our Sales Reps to be using the property Lifecycle Stage to keep better track of Companies that are assigned to them and currentl read more
Solved
NWoodward on August 18, 2022
When we win a sale, we are moving the deal to our "Complete" column, but there is nowhere to mark the sale as "Won" (or lost for that matter) on the system, so that it then disappears from the pipe. I have tried looking on the articles/videos and se read more
0 upvote
1 Reply
MYS on July 04, 2022
Hello, I am having some trouble with the meetings link / gmail displayed on the google calendar. We are using a hosted email (Ionos). However I would like to connect our google calendar for meeting confirmations. The email we used to set up the read more
0 upvote
2 Replies
Solved
TThayne on June 22, 2022
To start, I need to give some background, I'm coming for a prior system, where sales would create a proposal using line items by product type in the CRM, they could assign what stage it was at in the pipeline for a forecast, if it moved forwared in read more
0 upvote
3 Replies
Solved
MYS on May 27, 2022
Hello, We are in the process of migrating from another CRM to Hubspot. All of the contacts have been migrated over, however of course all of the property fields and the notes / history was not populated. Is there any way to have the property read more
0 upvote
4 Replies
AKansal6 on March 16, 2022
Hello, If you want a URL for the entire SaaS/Company onboarding, that does not have your name in the URL, but instead, the company name, is that possible? Note: we use the Pro version With Calendly is easy, but I don't see that is possible read more
0 upvote
2 Replies
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