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CharlotteJ le Janvier 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 Lire la suite
15 Mentions J'aime
121 Réponses
Membre irremplaçable | Partenaire solutions Diamond
Février 17, 2024 13:45
Hi @DMakela are you still looking for help with your dashboards and reports?
CharlotteJ le Décembre 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 Lire la suite
14 Mentions J'aime
11 Réponses
Membre
Décembre 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...Lire la suite
luismm01 le Février 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
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Résolues
PollyannaLima le Février 27, 2024
Is there a configuration to validate duplicates with the phone number?
1 Mention J'aime
2 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Février 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...Lire la suite
MBuild le Février 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 Lire la suite
0 Mention J'aime
1 Réponse
Au panthéon de la communauté | Partenaire solutions
Février 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...Lire la suite
Résolues
Coffeefilter le Février 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 Lire la suite
0 Mention J'aime
3 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Février 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...Lire la suite
isohelpline le Février 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 Lire la suite
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4 Réponses
Au panthéon de la communauté | Partenaire solutions
Février 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...Lire la suite
Ray78 le Février 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 Lire la suite
0 Mention J'aime
3 Réponses
Gestionnaire de communauté
Février 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 ...Lire la suite
Avci le Février 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 Lire la suite
1 Mention J'aime
7 Réponses
Au panthéon de la communauté | Partenaire solutions
Février 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...Lire la suite
InnoVites le Février 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 Lire la suite
0 Mention J'aime
2 Réponses
Participant
Février 05, 2024 09:05
Thank you. Converting to xlsx is not possible due to the size of the values which hit Excels limits.
MariaJSalazarL le Janvier 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 Lire la suite
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1 Réponse
Gestionnaire de communauté
Janvier 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 ...Lire la suite
Résolues
ABui4 le Janvier 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 Lire la suite
1 Mention J'aime
3 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Janvier 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...Lire la suite
Résolues
Jonathan_Baker1 le Janvier 23, 2024
Can someone help with how to connect domains and tracking code in HubSpot?
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3 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Janvier 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...Lire la suite
Résolues
CNacca0 le Janvier 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 Lire la suite
0 Mention J'aime
8 Réponses
Accepted Solution
Contributeur de premier rang
Janvier 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...Lire la suite
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