Sales Hub Onboarding

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CharlotteJ on January 17, 2022
New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️
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
Reply Announcement Sales
10 upvotes
58 Replies
CharlotteJ on December 14, 2021
Sales Hub Pro - Onboarding step 1 : Strong foundations
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
Reply Getting Started Sales
10 upvotes
6 Replies
Solved
ASarker on January 10, 2023
Query regarding sales pipelines
Hi, I was wondering what is the best way to segregate sales deals based on product tiers. Say I have 3 product tiers and I want to visualise the deals for those tiers independent of each other. How would you suggest I go about it? I was thinking o read more
Reply Sales
0 upvote
5 Replies
danawjones on December 22, 2022
How to stop tasks from completing when doing something on a different contact?
Hi there, I've noticed that if I start my tasks for the day, end up on a contact, but navigate to another contact and do a call or email there, it automatically completes the task for the original contact even though I didn't anything to them. read more
Reply Contacts Sales Tasks
0 upvote
2 Replies
Solved
DGarpenbeck on December 13, 2022
Companies
Hello, If I have the free version of Hub Spot, I can then download companies with phone numbers and roles within the selected company such as CEO for example. Regards, Daniel
Reply Sales
0 upvote
1 Reply
Solved
edwandersson on October 14, 2022
Workflows around Lifecycle Stage
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
Reply best practices Companies Contacts Professional Sales
0 upvote
3 Replies
Solved
lisadye on July 05, 2022
Managing Products for Clients
We are a digital marketing agency and our clients subscribe to multiple products that we offer (i.e. social media, website hosting, google ads, etc.) I'm looking for an easy way to look at a company record and be able to quickly identify what subscr read more
Reply Sales
0 upvote
3 Replies
AValentine4 on June 03, 2022
Customized Closed Lost Drop Downs By Pipeline
I'm searching for a way to have different closed lost options depending on the pipeline being used. Scenario: We have different pipelines for different teams/product offerings. The Closed Lost reasons will be different depending on the pipeline. Any read more
Reply Sales
0 upvote
2 Replies
Solved
MMiltz on April 16, 2022
Payment Recording on Quotes
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.
Reply Billing Sales
0 upvote
1 Reply
Solved
PMaciel on April 11, 2022
The font size is larger than what has been configured.
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
Reply Email Deliverability Sales
0 upvote
4 Replies
Solved
hestiahearth on April 03, 2022
How to see margin per quote after publish
Is there a way to see the margin per quote after click publish on the quote?
Reply Sales
0 upvote
2 Replies
Solved
niederberger on March 21, 2022
Products without Price
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
Reply Deals Sales
0 upvote
6 Replies
CharlotteJ on January 17, 2022
New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️
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
Reply Announcement Sales
10 upvotes
58 Replies
CharlotteJ on December 14, 2021
Sales Hub Pro - Onboarding step 1 : Strong foundations
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
Reply Getting Started Sales
10 upvotes
6 Replies
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