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
89 Replies
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 more
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
6 Replies
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 more
JSetzer on September 25, 2023
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
0 upvote
1 Reply
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:/ more
PalmPeerawich on September 22, 2023
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
0 upvote
1 Reply
Accepted Solution
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. more
vravivarsha on September 13, 2023
I just like the topic and it add some good information
0 upvote
1 Reply
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 more
MTesolin on September 12, 2023
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
0 upvote
1 Reply
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 more
LandGuy on September 11, 2023
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
0 upvote
1 Reply
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 : more
Sinthu on September 01, 2023
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?
0 upvote
1 Reply
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 more
Nicdm on August 22, 2023
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?
0 upvote
9 Replies
Accepted Solution
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 more
KBowler on August 21, 2023
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
0 upvote
1 Reply
Accepted Solution
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 more
GEchoLeads on August 18, 2023
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
0 upvote
2 Replies
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 more
NMorris1 on August 16, 2023
Going through the onboarding for Hubspot! Just saying hello!
1 upvote
1 Reply
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 more
MBelden on August 14, 2023
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
0 upvote
2 Replies
Accepted Solution
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' more
MWilcox12023 on August 10, 2023
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
0 upvote
7 Replies
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 more
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