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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
9 upvotes
48 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
9 upvotes
5 Replies
Solved
KSutton8 on January 12, 2023
Multiple Checkbox population from database
Hi all, I'm new to HubSpot and finding it a little daunting! I've created several new properties; one of which being a multi checkbox so I can track what years a particular company entered our programme. How do I seperate these in the databa read more
Reply Starter
0 upvote
2 Replies
MPaquette9 on December 27, 2022
Meeting to connect with transaction
Hi, We would to create a meeting which upload the date of one fielnd of the transaction.
Reply Starter
3 upvotes
6 Replies
Solved
scm22ri on December 07, 2022
Single text field clickable
Hello, How do I make a single text field "clickable" in my HubSpot interface? Thanks.
Reply Starter
0 upvote
1 Reply
Solved
ADemirel on September 06, 2022
Meeting Registration
Hi, My company is quite new to HubSpot and we are having some difficulties with meeting registration. We are using Microsoft Office 365. Every meeting we create is being registered in Sales Hub. There are certain customer meetings that are read more
Reply Starter
0 upvote
2 Replies
Solved
RM4 on September 01, 2022
NPS
Hi, I have a question. Can i use hubspot only for NPS? Or i can useonly with sales crm? Thank you in advance!
Reply Starter
0 upvote
1 Reply
Solved
NWoodward on August 18, 2022
Marking a Sale as "Won" (or Lost) on Hubspot
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
Reply Professional Starter
0 upvote
1 Reply
Solved
HOB on August 13, 2022
STEP-form
Is there a way to generate a stepform? So that in the first step I can ask qualifying questions And in the 2nd Step People are presented with the Schedule page link. Of course I can set the thank you page to this link but then people need to fill i read more
Reply Free Starter
0 upvote
1 Reply
RParton on June 03, 2022
Hello, just trying to learn HubSpot to use correctly
Any help welcome!
Reply Starter
0 upvote
1 Reply
Solved
CSeesing on May 31, 2022
Not able to connect Hubspot with a IMAP emailadress
Hi, I just tried to connect hubspot with my Outlook email adres (not Microsoft 365) So i tried to use the IMAP integration, but the connect field at the bottom stays gray, so i can't click it. Who can help me out?
Reply Starter
1 upvote
2 Replies
Solved
SeanR_Murphy on April 05, 2022
Help - Deal Stage Blank
Greetings all, I've recently made the switch from Saleforce to Hubspot. I exported/imported my opportunties into Hubspot and I can't seem to be able to close (or action) any of my deals. The deal stage drop down is blank and unsearchable for any o read more
Reply Starter
0 upvote
2 Replies
Solved
SeanR_Murphy on March 11, 2022
Bulk Relating to Primary Company / Filtering using Primary Company
Being able to create views based on Primary Company, or being able to filter lists on Primary Company doesn't seem to be available from the forums I've reviewed. Am I wrong? I've just joined Hubspot 2 days ago and I'm manually associating my contact read more
Reply Starter
0 upvote
1 Reply
Solved
StPatrick on February 16, 2022
Lead Status once deal is closed
Hi, Once you have converted a lead to a lifecylce status of Opportunity and created a deal, waht do you do wtih the lead stauts field?
Reply Starter
0 upvote
2 Replies
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