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
2 upvotes
17 Replies
RLJ
Member
May 10, 2022 09:24
Thank you. Would love some help with the below. If you can answer any of them, and/or point me to tutorials/video's it would be hugely appreciated. ...read more
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
3 upvotes
1 Reply
Guide | Platinum Partner
March 31, 2022 02:08
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Solved
MMiltz on April 16, 2022
Hello, I was wondering if there is a way to manually record payments on a quote, I tried adding a line item and the subtract or commas to see if it would accept the payment amount but to no avail. Thanks in advance.
0 upvote
1 Reply
Accepted Solution
Guide | Diamond Partner
April 18, 2022 01:29
Hi @MMiltz , From the Payment amount, does it mean a custom property that you have in your CRM under products, if yes then Navigate to Sal...read more
Solved
PMaciel on April 11, 2022
The font size is larger than what has been configured. I set it to size 14, but visually it appears 18px. In the gmail email box it also appears larger. I have already cleared the formatting, but the error persists. There was no such error befor read more
0 upvote
4 Replies
Accepted Solution
Member
April 12, 2022 07:39
The problem is that the font size in hubspot is set to "PT", and I was thinking it was to "PX". It was actually a mistake on my part.
Solved
hestiahearth on April 03, 2022
Is there a way to see the margin per quote after click publish on the quote?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
April 03, 2022 21:50
Hi @hestiahearth , Not in the quotes section, unfortunately, no. Margin data are available through the Custom Report Builder (Menu > ...read more
Solved
niederberger on March 21, 2022
Hello Together. I try to add products without a fix price as it changes all the time. If I create a product I have to add a fixed price can this be released and added later where I have to type in the amount by creating a deal with products? read more
0 upvote
6 Replies
Accepted Solution
Contributor | Diamond Partner
March 22, 2022 00:07
Ok, but line items are connected to a specific deal and also the line items are connected to the specific quote of that deal. How is the quote create...read more
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
2 upvotes
17 Replies
RLJ
Member
May 10, 2022 09:24
Thank you. Would love some help with the below. If you can answer any of them, and/or point me to tutorials/video's it would be hugely appreciated. ...read more
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
3 upvotes
1 Reply
Guide | Platinum Partner
March 31, 2022 02:08
.
CharlotteJ on December 14, 2021
Hi there, In this video, we are going to discuss lifecycle management & the lifecycle property. The lifecycle property will allow you to know exactly where your customers are along the buyer's journey. Check that video to see ho read more
4 upvotes
1 Reply
Top Contributor | Platinum Partner
February 08, 2022 01:02
@CharlotteJ great video and straightforward to understand the approach HubSpot has on LCS. One thing a lot of my clients get confused with i...read more
CharlotteJ on December 14, 2021
Hi there and welcome to step 2 of our Community-enabled onboarding program. If you missed the first step, it is available here . After working on your database structure, in this second chapter you are going to start diggi read more
1 upvote
0 Reply
CharlotteJ on December 14, 2021
You have now put your sales process into HubSpot let me share with you some best practices to take into consideration A Sales qualified lead reaches sales, what do we do? Did you know that adding sales qualified leads to your pipel read more
1 upvote
0 Reply
CharlotteJ on December 14, 2021
Hi there and welcome to step 3 of our Community-enabled onboarding program. If you missed the previous step, it is available here . In this video, we are going to see how to optimize your day-to-day process, using hubspot read more
1 upvote
0 Reply
CharlotteJ on December 14, 2021
Everyone has those days where you are tied up in meetings all day long and your schedule seems almost impossible to manage. Oftentimes it is smaller things on your list that then just fall through the cracks and get lost in your to-do Nirvana. read more
1 upvote
0 Reply
CharlotteJ on December 14, 2021
Hi there and welcome to step 4 of our Community-enabled onboarding program. If you missed the last step, it is available here . After learning how to optimize your sales processes with HubSpot tools, it is time to report o read more
2 upvotes
0 Reply
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