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
23 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
2 Replies
peterluba on June 22, 2022
We're switching to HubSpot, and have reocrded when people have filled out a "Pricing Request" form on our website iwth their information. We're planning on using a HubSpot form to capture that information now, but is there a way to import the previo read more
0 upvote
1 Reply
TThayne on June 22, 2022
To start, I need to give some background, I'm coming for a prior system, where sales would create a proposal using line items by product type in the CRM, they could assign what stage it was at in the pipeline for a forecast, if it moved forwared in read more
0 upvote
2 Replies
ray4415 on June 14, 2022
Say, my team has persons A and B, and we are trying to arrange a meeting with person C from outside. What should we do about it? A and B are linked (they can see each other's calendar) on Google calendar, yet the HubSpot meeting system seems to read more
0 upvote
1 Reply
AValentine4 on June 03, 2022
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
0 upvote
2 Replies
RParton on June 03, 2022
Any help welcome!
0 upvote
1 Reply
CSeesing on May 31, 2022
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?
1 upvote
1 Reply
AKampakis on May 27, 2022
Hello, I would like to calculate the run rate of the dpt - daily and monthly. It includes the sales number today, divided by the number of work days, and then multiplied by the total number of work days. In addition, what I need is a property, ab read more
0 upvote
2 Replies
MYS on May 27, 2022
Hello, We are in the process of migrating from another CRM to Hubspot. All of the contacts have been migrated over, however of course all of the property fields and the notes / history was not populated. Is there any way to have the property read more
0 upvote
4 Replies
MLee6 on May 24, 2022
Is there a way of creating a form that requests full names, emails and mobile numbers that then once completed and submitted back automatically creates contacts in Hubspot with this information. And for these contacts to be linked to a particular c read more
0 upvote
1 Reply
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
LuigiS on April 27, 2022
Good morning to the whole community. I have a question to ask. I am proceeding with the data migration (contacts, deals, factory, activity) form Zoho Crm to Hub Spot. I use Gsuite, so contacts and emails are with Google. I imported contacts, op read more
0 upvote
1 Reply
MMiltz on April 16, 2022
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.
0 upvote
1 Reply
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