Sales Hub Onboarding

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CharlotteJ on Januar 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 Beitrag ansehen
121 Antworten
Koryphäe | Diamond Partner
Februar 17, 2024 13:45
Hi @DMakela are you still looking for help with your dashboards and reports?
CharlotteJ on Dezember 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 Beitrag ansehen
11 Antworten
Dezember 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...Beitrag ansehen
MWood8 on Februar 25, 2024
In the realm of men's health and well-being, discussions about sexual vitality often remain in the shadows. It's a topic laden with insecurities, yet vital for a fulfilling and happy life. In recent years, the quest for an enhanced sexual experience Beitrag ansehen
0 Antwort
SGomez99 on Februar 25, 2024
In the vast landscape of weight loss supplements, Liv Pure has emerged as a beacon of hope for individuals striving to shed excess pounds and achieve optimal health. With claims of supporting liver health, detoxification, and fat burning, Liv Pure h Beitrag ansehen
1 Antwort
Februar 25, 2024 03:23
My Liv Pure Journey - Unveiling a Personal Transformation Let me take you on a journey through my personal experience with Liv Pure. In the pursui...Beitrag ansehen
isohelpline on Februar 23, 2024
When creating task I am not able to select q quote for which task is being created. Is there any way to create follow up tasks specific to a quote. also associate contact and associate company fields are blank even though i created my first sam Beitrag ansehen
4 Antworten
Berühmtheit | Partner
Februar 24, 2024 04:01
@isohelpline when you create tasks directly from a record, the task will be autoassociated to it. When you create tasks from the task index p...Beitrag ansehen
Ray78 on Februar 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 Beitrag ansehen
3 Antworten
Februar 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 ...Beitrag ansehen
Avci on Februar 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 Beitrag ansehen
7 Antworten
Berühmtheit | Partner
Februar 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...Beitrag ansehen
InnoVites on Februar 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 Beitrag ansehen
2 Antworten
Februar 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 Januar 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 Beitrag ansehen
1 Antwort
Januar 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 ...Beitrag ansehen
ABui4 on Januar 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 Beitrag ansehen
3 Antworten
Accepted Solution
Berühmtheit | Partner
Januar 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...Beitrag ansehen
Jonathan_Baker1 on Januar 23, 2024
Can someone help with how to connect domains and tracking code in HubSpot?
3 Antworten
Accepted Solution
Berühmtheit | Partner
Januar 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...Beitrag ansehen
CNacca0 on Januar 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 Beitrag ansehen
8 Antworten
Accepted Solution
Januar 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...Beitrag ansehen
Foreplay on Januar 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 Beitrag ansehen
1 Antwort
Januar 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...Beitrag ansehen
Jonathan_Baker1 on Januar 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
2 Antworten
Accepted Solution
Berühmtheit | Partner
Januar 10, 2024 00:35
Hi @Jonathan_Baker1 , This might depend on your subscription, but generally yes, this option exists under Settings > Notifications >...Beitrag ansehen
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