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
luismm01 on February 29, 2024
Hello, I am associating a large number of customers to a new company owner. Unfortunately, the tasks remain with the original customer owner. Is there any way to associate company and tasks to a new owner simultaneously? Thank you
0 upvote
0 Reply
Solved
PollyannaLima on February 27, 2024
Is there a configuration to validate duplicates with the phone number?
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 27, 2024 11:53
Hi @PollyannaLima , If you're question is whether you can configure HubSpot to automatically deduplicate contacts by phone number, then no, th...read more
MBuild on February 26, 2024
My company is a B2C marketplace where we connect Homeowners with General Contractors. I've set up our Homeowners as Contacts, but I'm not sure if our General Contractors should be Companies or additional Contacts. It's helpful for us to associa read more
0 upvote
1 Reply
Hall of Famer | Partner
February 27, 2024 00:04
Hi @MBuild , If you're planning to also send emails to contractors, these would also have to be contacts, yes. HubSpot also to some extent ass...read more
Solved
Coffeefilter on February 26, 2024
Hi, probably a beginner question but I created a few products under Sales-> Products a few months ago. When I create a new Deal these products still show up as options. However, when I now go to Sales -> Products the original products are go read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 26, 2024 23:58
Hi @Coffeefilter , It looks like in your first screenshot you're looking at a deal property (not a product), and in the second screenshot at t...read more
isohelpline on February 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 read more
0 upvote
4 Replies
Hall of Famer | Partner
February 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...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
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