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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

89 Replies

EGarcia65

Member

September 14, 2023 21:12

Hello my name is Elizabeth and I am new to all this so I'm just kinda playing around with things trying to get a feel for things and learn what I ne...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

6 Replies

TJones5

Member

March 17, 2023 17:45

We'll walk you through the very first stages of getting started with Hubspot's Sales Hub in this introduction video. We'll go through how to set up y...read more

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

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

vravivarsha on September 13, 2023

Rank content

I just like the topic and it add some good information

Reply Academy

0 upvote

1 Reply

BérangèreL

Community Manager

September 14, 2023 03:03

Hi @vravivarsha , Thank you for reaching out to the Community! Are you referring to a HubSpot Academy course, is that right? Thanks for the feedb...read more

MTesolin on September 12, 2023

Transfer ticket properties to Deal properties

Hi everyone, Is there a native way in Hubspot to transfer Ticket properties to Deal properties? We won't be using Service Hub anymore, but some of the Ticket properties we created overtime are useful for our Sales (Deal) teams. Some help would be m read more

Reply Professional

0 upvote

1 Reply

DianaGomez

Community Manager

September 12, 2023 15:42

Hi @MTesolin , Thank you for your inquiry. Certainly, you can accomplish the objective by creating a workflow that automatically transf...read more

LandGuy on September 11, 2023

Can I associate a contact to a deal without logging their email correspondence?

We work with various real estate agents on multiple deals. We may work with one agent on multiple deals though a given deal will only have one agent. Ideally I would like to be able to associate the agent's contact record to the appropriate deal read more

Reply Deals Enterprise

0 upvote

1 Reply

MiaSrebrnjak

Community Manager

September 12, 2023 09:41

Hi @LandGuy , Thank you for reaching out to the Community! That's correct, that's the default setting for contact activity association : ...read more

Sinthu on September 01, 2023

rolling up contact custom timeline events to company

we have a few custom timeline events created at the contact level for every time the contact interacts with a social post. Now I want these events to show up at the company level as well. How should I configure this?

Reply How-To

0 upvote

1 Reply

MiaSrebrnjak

Community Manager

September 04, 2023 09:04

Hi @Sinthu , Thank you for reaching out to the Community! I'd like to invite a couple of subject matter experts to this conversation to see...read more

Solved

Nicdm on August 22, 2023

Adding notes to contacts via import

I have a files ready to import notes to exisiting contacts. I use the Record ID of contacts as unique id. Here is how it looks: Yet the import function of Hubspot sees an issue with the file?

Reply Starter

0 upvote

9 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

August 22, 2023 08:18

Hi @Nicdm , Sometimes there are columns to the right of the actual date which look empty but aren't empty. A space character would be enough t...read more

Solved

KBowler on August 21, 2023

Verify data for a client

Hi there, When onboarding a new client, or adding a new deal, I would like to verify/check that the information I have is current. I would like to pre-populate a forum with information about my client (company name, ABN, address) and contacts ( read more

Reply Professional Starter

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

August 21, 2023 04:46

Hi @KBowler , Yes, you can pre-populate a form on a landing page with known contact information by following the syntax below. The following l...read more

GEchoLeads on August 18, 2023

Invitate Link for Gmail

Hello, I'm trying to invite members of my team to the CRM with the invitation link. However, they all have Gmail accounts, and they're seeing a message that the invitation is only for those who have private domain accounts. How can I make it accept read more

Reply Starter

0 upvote

2 Replies

GEchoLeads

Participant

August 20, 2023 06:14

Hi! And thanks for your reply! Here you have a screenshot from one of my team's members! I invited them with their gmail addresses and sent t...read more

NMorris1 on August 16, 2023

Saying Hello!

Going through the onboarding for Hubspot! Just saying hello!

Reply Conversations Starter

1 upvote

1 Reply

DianaGomez

Community Manager

August 16, 2023 16:52

Hello @NMorris1 , We're delighted to hear that you're currently in the onboarding process. Please feel free to share any questions you have on...read more

Solved

MBelden on August 14, 2023

Registering a lead before letting them view a 30 min demo

I'm looking to build in a flow where a lead can enter a few items about themselves in my hubspot form, and then I can email them a link to our "on demand" demo. Does anyone have a process flow like this where they "hide" the video behind the re read more

Reply Video

0 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

August 14, 2023 13:51

Hi @MBelden , There are various ways of going about this, I'll share the one that is most straight forward and proven to work well. Let'...read more

MWilcox12023 on August 10, 2023

Outlook is slow after plugin installation.

I use the Outlook on Windows 11 application which is part of my O365 license and have installed the Outlook application plugin from hubspot. Outlook now takes minutes to respond after adding the Hubspot plugin to outlook. Frankly, outlook is unu read more

Reply Sales

0 upvote

7 Replies

DianaGomez

Community Manager

August 15, 2023 17:59

Hi @MWilcox12023 , Thank you for the details. In relation to the Sales Extension, HubSpot offers three distinct options: the Chrome ext...read more

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