Sales Hub Onboarding

Hi new to HubSpot & Sales, I have been asked to get some metrics set up so we can start tracking Sales and a bit of marketing leads... I am rolling leads over to hubspot 1 invidulal at a time, would it be better to import contacts from a previo Leia mais

Hi, I’m on the Sales Pro package, and when I create a quote, I only see Draft, Published, and Expired statuses. Do I need the Commerce package to see statuses like “Rejected”? If I’ve verbally received a rejection from the customer, how Leia mais

Hi everyone, unfortunately, the team cannot work with our snippets at the moment, because they are just not visible for them. Not even when they go into the snipptes section of hubspot. This only applies to everyone that is not super-admin. Me and Leia mais

Please add for billing frequency semi-monthly

Hi everyone, We’re a B2B SaaS scale-up , and we’ve just started using HubSpot. As we set up our processes, we’re wondering what the best practice is when it comes to structuring our CRM: Should we use Companies or Contacts as the Leia mais

ナレッジベースで2025年8月にスコアプロパティが廃止される旨を拝見しました。MarketingとServiceについては記載がありましたが、Sales Hubでの代替機能は何になるでしょうか。 スコアプロパティで行いたいことは「取引において選択項目Aと選択項目Bので選んだ内容の組み合わせによって数字を出し分ける」です。

Good morning Everyone! We have our personal calendars sync'ed to hubspot and its pulling all of our internal meetings and marking them as customer meetings. I created a new calendar for specifically customers but its still syncing all my pe Leia mais

Hello everyone, I received an email stating that a deal of mine lacks information about the monthly turnover, even though I had provided details about the monthly revenue Does anyone know why I got this mail? Thanks in advance, Greetings, Leia mais

Hi HubSpot Community, I recently had a conversation with a client about managing lenders and investors in a way that supports their acquisition process while leveraging HubSpot’s CRM capabilities. I’m hoping to get some insights from those who Leia mais

Hi, Im connected via Google workspace and my calendar is connected but no option to check against shared calendars, is there a way to do this or is it not an option?

hello.. I see the attached stages in my sales pipeline.. can you share definition of each stage..

Hi, I'm looking for a way to use the unique Deal ID in my emails for easier email, call logs. For one company, I have multiple deals created with the same client's contact person. To log emails and other records, I can't always go through the de Leia mais