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Sales Hub Onboarding

Search Sales Hub Onboarding for solutions or ask a question

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

13 upvotes

101 Replies

KMcMahan-Pull

Member

December 04, 2023 15:43

Hello, my name is Katie Pulli. I am the Head of Sales and Business Development at a custom lighting manufacturer that specializes in serving the hosp...read more

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

12 upvotes

11 Replies

MJohn0

Member

December 03, 2023 06:32

Sales Hub Pro's "Onboarding Step 1: Strong Foundations" is the initial phase of the onboarding process designed to establish a solid groundwork for e...read more

SebastienFK on December 01, 2023

Property allocation

Hello Hubspot, When I create a property, I cannot seem to find the correct group to allocate it to. I just want to put it in my Deals table ! Can anyone help me on this ?

Reply Sales

0 upvote

2 Replies

SebastienFK

Member

December 04, 2023 05:12

Hi Frank, Thank you for your reply 🙂 My issue wasn't to find where to create the new property, as when a create this new property, I cann...read more

Solved

DNelson7 on November 20, 2023

Creating Associations between companies

According to import2, I should be able to create associations with my child accounts (schools) to their parent account (district) based on the unique identifier I created for the districts. I can only see how to create an association between deals a read more

Reply Starter

0 upvote

3 Replies

Accepted Solution

DNelson7

Participant

November 21, 2023 18:01

Okay - After a lot of helpful suggestions from @karstenkoehler and a lot of trial and error, I was finally able to get my parent and child companie...read more

Solved

ATorresCha on November 15, 2023

Clonar informacion de contacto en los siguientes campos del negocio

Hola que tal me encuentro en una situacion un poco confuza, actualmente estoy utilizando hubspot saleshub para inter servicio a domicilio, solo que cuando creo un negocio dentro del contacto no migra la informacion del contacto a una seccion donde p read more

Reply Professional Starter

0 upvote

4 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

November 16, 2023 13:11

Hola @ATorresCha , Claro, por favor vea el ejemplo de abajo. En este caso, estoy copiando el nombre del contacto en el nombre de la negocio. O...read more

PKruss on November 14, 2023

how do i stop the import contacts on start up

here are two popups that cannot be removed even when i uploaded a one entry excel contact list.

Reply Free

0 upvote

5 Replies

PKruss

Member

November 23, 2023 21:40

Any other suggestions to stop this annoying pop up tour?

SDixon6 on November 14, 2023

Creating a deal from a website form

Hi, We have a contact us form on our website which currently sends me an email when someone fills in the form. I would like to have a deal created in Hubspot when the form is completed as well as sending me an email alerting me to the form submi read more

Reply Sales

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

November 14, 2023 11:05

Hi @SDixon6 , This would require a Professional subscription and a contact-based workflow: https://knowledge.hubspot.com/workflows/create-wor...read more

Solved

Selj_Dan on November 14, 2023

Should I use deals or products to log client project details?

I work in the A/E/C industry--our pipeline is a more of a proposal pipeline in which we respond to RFPs. Once a deal is won, it becomes a project--a single built piece of work. I want the ability to track a deal from lead submission all the way to c read more

Reply Free

0 upvote

6 Replies

Accepted Solution

Jnix284

Thought Leader | Diamond Partner

November 14, 2023 20:59

@PamCotton happy to jump in to share insight! @Selj_Dan for your use case, the best option would be to use Sales Enterprise* so you can have cu...read more

Solved

EMcGrath on November 02, 2023

Best Practices for Creating a Sales Rep Dashboard

I'd like to create a Dashboard that is dynamic - meaning that sales leadership can view all team member's performance in it, and filter by user. I'd also like the dashboard to show individual rep's data/ performance when they are viewing it. I know read more

Reply CRM Reports Sales

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

November 02, 2023 14:58

Hi @EMcGrath , When you navigate to Menu > Dashboards and click Create dashboard, you'll find that HubSpot has some suggested dashboards wh...read more

sjandhyala on October 26, 2023

starter licenses

I would like to know the cost of starter sales hub license and if there is a minimum no. of licenses to be bought

Reply Starter

0 upvote

1 Reply

DianaGomez

Community Manager

October 26, 2023 16:04

Hi @sjandhyala , Thank you for reaching out to the community! We are happy to have you here 🙂 The cost of the Starter Sales Hub lic...read more

Sfx on October 17, 2023

Connecting HS to Gmail

Hi guys, I keep getting this error box when trying to connect my email to HS. HubSpot Sales extensions is installed and valid. Sorry. HubSpot couldn't connect to your inbox. Please reconnect your email account. This app cookie doesn't hav read more

Reply Free

0 upvote

9 Replies

kvlschaefer

Community Manager

October 19, 2023 10:59

Hi everyone! Thanks for adding me to this conversation and for helping out, @Josh ! ⭐ Hi @Sfx , I'll be happy to assist with troubleshoo...read more

Solved

木村 on October 03, 2023

特定のコンタクトだけをCRMに登録したい

こんにちは。 HubSpotのコンタクトについて質問です。私のサイトのユーザには、グループAとグループBがいるのですが、グループBの情報のみコンタクトの登録とトラッキングをしたいです。・グループAとグループBは登録する際に入ってくるフォームが違います・サイトはサブドメインなどで別れてはいませんが、ディレクトリは分かれていますコンタクト登録するグループとしないグループを分けることはできますか？

Reply CRM Enterprise Starter

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

October 03, 2023 00:18

地域の皆さん、こんにちは、ウェブサイトのアクティビティだけを追跡しているのですか？もしそうであれば、トラッキングコードをトラッキングしたい場所にのみ読み込ませ、除外したいページには読み込ませないようにする必要があります。これはHubSpotの設定ではなく、CMSやウェブサイトの設定でコードを...read more

Solved

JSetzer on September 25, 2023

New Sales Reps

We are a small real estate flipping and wholesaling company and looking to increase our training, especially onboarding our sales team. They primarily use Contacts and Deals and want to know best videos or practices for onboarding them to use Hu read more

Reply Professional

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

September 25, 2023 15:57

Hi @JSetzer , In my opinion the sales software certification ist one of the best ways to understand the tools and the bigger picture: https:/...read more

Solved

PalmPeerawich on September 22, 2023

Assign Deal owner who has the highest total number of closed won

I want to create a workflow. trigger by creating a deal and assigning an owner to my team member(user) who has the highest CLOSED WON deal amount. but I don't know how to set the criteria to assign deal owner to user who has the highest sales made read more

Reply Deals

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

September 22, 2023 05:20

Hi @PalmPeerawich , This is not possible out of the box and would require a custom code action, available in Operations Hub Professional. With...read more

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