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
15 upvotes
121 Replies
Most Valuable Member | Diamond Partner
February 17, 2024 13:45
Hi @DMakela are you still looking for help with your dashboards and reports?
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
14 upvotes
12 Replies
Member
March 04, 2024 06:13
thanks for sharing us one of the best information like
Solved
DH123456 on March 08, 2023
I'm struggling with something I suspect is very simple, but I can't find a solution (both from the HS Knowledge Base and HS community forums): Problem: I do not want to manually create deals. Goal: If a Hubspot form is submitted, create read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 08, 2023 03:12
Hi @DH123456 , Are you on a Professional subscription? If so, you could create a contact -based workflow to achieve this: Menu > Automat...read more
Solved
marshall_parr on November 18, 2022
I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. The sequence is the first point of contact we have with prospects after they enquire. I've tried various ways to get this to work, and I'm read more
0 upvote
5 Replies
Accepted Solution
Key Advisor
November 18, 2022 04:10
Hi @marshall_parr Would you be able to share the full workflow, or give an indication of the delays and actions that are happening in it? Al...read more
Solved
RSiddula on April 27, 2022
Hello Community Hope everyone is doing well. My Org have been maintaining the workflow for Lead rotation and it's working fine but we have some isseus with the workflow, 1. Number of leads allocation between SalesRep is not equal (not sure read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 27, 2022 09:20
Hi @RSiddula , How are you measuring whether the lead allocation is evenly distributed? Regarding your second point, this seems like a b...read more
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