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
75 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
6 Replies
SShealy on May 17, 2023
I built out my sales pipeline yesterday and added all my active deals, then placed each deal in the stage of the pipeline where it currently is. Today I created automated tasks based on each stage of the pipeline, but when I go to the tasks page not read more
0 upvote
4 Replies
danawjones on December 22, 2022
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
0 upvote
2 Replies
JordanR1 on March 25, 2022
Hi All, I am importing data from our previous CRM into HubSpot and am stuck on Tasks. Searching was not fruitful and the best answer I found suggested that the API was required. How do I import tasks using excel? Thanks!
0 upvote
3 Replies
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
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