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
15 upvotes
121 Replies
Most Valuable Member | Diamond Partner
February 17, 2024 13:45
Hi @DMakela are you still looking for help with your dashboards and reports?
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
14 upvotes
11 Replies
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
Ray78 on February 15, 2024
Hi all, I am hoping you can help me out here as I am a new Hubspot user and ever since creating my account have have constant issues with logging in to hubspot and also I have not been able to log in to the Hubspot Wordpress plugin to connect Wo read more
0 upvote
3 Replies
Community Manager
February 20, 2024 16:02
Hey @Ray78 , thank you for the extra information. Have you followed up with the team over email after submitting the form? Providing them ...read more
Avci on February 13, 2024
Hello, We migrated from another CRM platform and still testing the Hubspot. We realized that source data had country details for all companies but Hubspot data does not have this information for all entries after import. Can someone please h read more
1 upvote
7 Replies
Hall of Famer | Partner
February 13, 2024 12:26
@Avci in that case you'll have to share screenshots that show the inconsistency or I won't be able to help. There's no other way to help from a dis...read more
InnoVites on February 02, 2024
Hi, I get the following error message when I try to import e-mails via csv: "This file isn't a valid CSV or Excel spreadsheet. This file’s type is message/rfc822." The funny thing is, I get this message for all types of csv files. Even w read more
0 upvote
2 Replies
Participant
February 05, 2024 09:05
Thank you. Converting to xlsx is not possible due to the size of the values which hit Excels limits.
MariaJSalazarL on January 23, 2024
Hello, there! I have a case with a client who is facing problems with associations. Despite he has all the associations between companies and deals, the company activity doesn't duplicate automatically in the deal activity record. He's especially co read more
0 upvote
1 Reply
Community Manager
January 24, 2024 04:04
Hi @MariaJSalazarL , Thank you for reaching out to the Community! You' d like to have emails (or other activities) logged onto company and deal ...read more
Solved
ABui4 on January 23, 2024
Hi all, We've just migrated our deals data from Pipedrive to HubSpot. And I noticed a strange thing on a lot of our deals: deals that have status as WON on Pipedrive, but the migrated deal in HubSpot showed 'Is Deal closed' and 'Is closed won' a read more
1 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
January 23, 2024 10:21
Hi @ABui4 , As a first step, could you double check whether the closed won deal stage is actually set to 100% probability / won in HubSpot? h...read more
Solved
Jonathan_Baker1 on January 23, 2024
Can someone help with how to connect domains and tracking code in HubSpot?
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
January 23, 2024 00:57
Hi @Jonathan_Baker1 , The instructions for installing the tracking domain seem to be missing. You can find those here: https://knowledge.hubs...read more
Solved
CNacca0 on January 14, 2024
Hi All! Bit of context first, we wanted to track which contacts were referred by other customers so I created a new contact --> contact association label called 'Referrer'. I now want to report on which deals have come from the contact th read more
0 upvote
8 Replies
Accepted Solution
Top Contributor
January 19, 2024 13:35
@CNacca0 makes sense. Looking at this into more depth you are now able to report on associations labels but seems to be a beta feature for same...read more
Foreplay on January 11, 2024
I have my Google calendar connected to a Hubspot meeting. Potential customers are able to book meetings through our website link with no problems, but a few Outlook customers have told me they aren't getting the event invite emails at all. I even ma read more
0 upvote
1 Reply
Community Manager
January 12, 2024 05:55
Hi @Foreplay and all my Best Wishes for 2024!!! Thank you for asking the Community! I understand that this is the default confirmation email from...read more
Solved
Jonathan_Baker1 on January 10, 2024
Hello Community! I wanted to ask if there is a way to set up notifications for potential duplicate contacts in HubSpot? Thank you
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 10, 2024 00:35
Hi @Jonathan_Baker1 , This might depend on your subscription, but generally yes, this option exists under Settings > Notifications >...read more
MHussain8 on January 09, 2024
I have a few questions:- What is sales and deals pipeline in hubspot? What is sales onboarding? Why we use sales and deals pipeline and what is it? ThankYou!
0 upvote
1 Reply
Hall of Famer | Partner
January 09, 2024 23:58
Hi @MHussain8 , Happy to help here! A sales pipeline is a visual representation of the stages that a potential customer goes through dur...read more
Solved
LLampe on January 05, 2024
Is there a way to give users access only to contacts, companies, deals that they have created themselves?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 05, 2024 08:49
Hi @LLampe , No, this is not possible. There is a user permission setting which only lets users access their owned record (records that they...read more
GlennHoy on January 04, 2024
We call companies for several individual clients - what is the best way to manage the calling process within HubSpot? For examaple should we use lists, set tasks or filter on companies? Any help appreciated!
0 upvote
2 Replies
Guide | Gold Partner
January 05, 2024 04:51
Hi @GlennHoy "Playing" a task list of calls is the most efficient way to dial multiple companies in sequence. As you complete each call, r...read more
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