Sales Hub Onboarding

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • Best Practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
HSalah on June 19, 2025
Can contracts be done in hubspot ? If yes what is the difference between quotes and contracts
0 upvote
1 Reply
Recognized Expert
June 19, 2025 11:18
Hi @HSalah Not sure if it is one of the new objects but you can definitely create a contract object via custom objects. The difference...read more
Solved
ManharChaurasia on June 04, 2025
Hi, We have 6k+ companies and want to list them in a property as past company as multi select checkboxes, but hubspot have limit of adding only 4k. Is there any way, to achieve it? Thanks
0 upvote
2 Replies
Accepted solution
Top Contributor | Diamond Partner
June 05, 2025 04:14
Hey @ManharChaurasia , You can create a "lookup property" with the API or with some marketplace apps. If you do it via the api you cou...read more
ManharChaurasia on June 03, 2025
We’ve synced 1 lakh+ emails into HubSpot. Now we want to update each company’s custom Placement Status property (e.g., Contacted, Shared Profiles, Offer Made) based on the latest relevant email , whether sent or received.
0 upvote
3 Replies
Community Manager
June 11, 2025 11:07
Hey, @ManharChaurasia my guess is you'll need to look into using our APIs and some form of middleware to handle the auth, requests, and any pro...read more
Solved
TheShakeNBaker on May 21, 2025
I only have a FREE account and do not have access to email, chat, or ticket support with Hubspot. While kicking the tires today in my free account, I came across a typo in the "guided learning" when working with Companies. The whole "it's vs its" si read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 21, 2025 23:56
Hi @TheShakeNBaker , Well spotted! The best way to flag localization issues is via this Chrome extension developed by the HubSpot lo...read more
Solved
LBegg on May 20, 2025
Hi Hi! I'm Lori. I'm totally new to hubspot and need help figuring out an onboarding plan to help me use our existing CRM but starting to track leads. I need to know the difference between setting up a new lead pipeline vs. using the leads tab wi read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 20, 2025 12:24
Hi @LBegg , The leads tab in the deal view you're referring to sounds like something that was set up in your portal, not something that HubSpo...read more
Solved
MagaBMiz on May 08, 2025
Is it possible to improve the appoint card view? Instead of seen the appointment End to see the Event name for ex or also it would be good to see the comments or notes from the appointment.
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 08, 2025 14:52
Hi @MagaBMiz , Yes, in the record customization options for the object you're currently viewing, you can also customize the shown cards: http...read more
Solved
Areuveny on April 23, 2025
Would be great to update the Google Meet app to add the ability to pull in any Gemini-generated meeting notes (using the 'take notes for me' feature) into HubSpot activities, much like 3rd party apps seem to be able to do.
1 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
April 23, 2025 08:30
Hi @Areuveny , The best place for these kinds of suggestions is the HubSpot Ideas section of the community, monitored by the product team base...read more
Solved
ozgesilla on April 17, 2025
Hi everyone, I've set up a structure but it's not working as I expected. We ask for license start and end dates as deal properties for each deal. When a renewal happens, a new deal is created. However, until this new deal is marked as won , we do read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
April 17, 2025 09:11
Hi @ozgesilla , There aren't any additional settings to sync properties here – for the behavior you want to achieve, it's probably better to u...read more
Solved
mattman1991 on April 15, 2025
Hi we recently implemented hubspot- I went to create a new field and update that field- but in advertntily overwrote the associations for about 3k records. This means existing contacts and deals are not associated as they should be.... Is there read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
April 15, 2025 05:56
Hi @mattman1991 , If you can start from scratch, by deleting all records and re-importing, then that's going to be your best option. If ...read more
ShivaShabharish on March 31, 2025
Hi for our exploration on HubSpot Sales hub needed the Sales hub Professional trail would be helpful.
0 upvote
1 Reply
Community Manager
April 01, 2025 03:38
Hi @ShivaShabharish , Thanks for reaching out to the Community! To get a Hubspot free trial, go to offers.hubspot.com/free-tria l, cl...read more
Solved
SWilson78 on March 27, 2025
Hi, I want to create my own onboarding plan for a new starter in our sales team. I'm sure there was a way to do this on hubspot but can't seem to find any reference to it. Can anyone help?
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 27, 2025 09:48
Hi @SWilson78 , you probably mean playlists 🙂 https://knowledge.hubspot.com/help-and-resources/hubspot-academy-playlists
Solved
POtero4 on March 24, 2025
why each time i create a new invoice i have to add the customer manualy both BILL and Shipping Address ? It just to be automaticly adding address from customer perfil.
1 upvote
3 Replies
Accepted solution
Community Manager
April 02, 2025 08:18
Hi @WeFixYouMix , I hope that you are well! Thanks for getting back to us! I'd like to share these resources that might be of interest: - Crea...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.