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
101 Replies
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 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
11 Replies
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 more
SebastienFK on December 01, 2023
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 ?
0 upvote
2 Replies
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 more
DNelson7 on November 20, 2023
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
0 upvote
3 Replies
Accepted Solution
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 more
ATorresCha on November 15, 2023
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
0 upvote
4 Replies
Accepted Solution
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. more
PKruss on November 14, 2023
here are two popups that cannot be removed even when i uploaded a one entry excel contact list.
0 upvote
5 Replies
November 23, 2023 21:40
Any other suggestions to stop this annoying pop up tour?
SDixon6 on November 14, 2023
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
0 upvote
1 Reply
Hall of Famer | Partner
November 14, 2023 11:05
Hi @SDixon6 , This would require a Professional subscription and a contact-based workflow: more
Selj_Dan on November 14, 2023
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
0 upvote
6 Replies
Accepted Solution
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 more
EMcGrath on November 02, 2023
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
0 upvote
1 Reply
Accepted Solution
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 more
sjandhyala on October 26, 2023
I would like to know the cost of starter sales hub license and if there is a minimum no. of licenses to be bought
0 upvote
1 Reply
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 more
Sfx on October 17, 2023
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
0 upvote
9 Replies
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 more
木村 on October 03, 2023
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?
0 upvote
1 Reply
Accepted Solution
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 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
Accepted Solution
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
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