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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

12 upvotes

75 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

11 upvotes

6 Replies

Solved

SShealy on May 17, 2023

No Tasks Loading

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

Reply Tasks

0 upvote

4 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

JordanR1 on March 25, 2022

Importing Tasks ??

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!

Reply CRM How-To Tasks

0 upvote

3 Replies

CharlotteJ on December 14, 2021

Hints and tips about tasks

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

Reply Sales Tasks

1 upvote

0 Reply

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