Sales Hub Onboarding

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Solved
Jonathan_Baker1 on January 23, 2024
Connecting Domains
Can someone help with how to connect domains and tracking code in HubSpot?
Reply Getting Started
0 upvote
3 Replies
Accepted Solution
karstenkoehler
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
abhishekn on October 21, 2022
The creation of a dashboard in order to be able to track the source of leads
I want to create a dashboard just to track the lead and its source. How do i do that? Can anyone help me in this?
Reply Getting Started
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
October 21, 2022 13:09
Hi @abhishekn , There are default reports for this. Navigate to Menu > Reports > Reports > Create report and use the search b...read more
Solved
JeffEcho on July 06, 2022
How to migrate notes from Daylite
Hi - I'm trying to migrate our CRM from Daylite to Hubspot. When syncing between Daylite and Hubspot, I'm only able to sync companies and contacts. I am not able to sync notes from Daylite. This is critical for us. Is there anyway to sync Notes read more
Reply Getting Started
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
July 07, 2022 00:26
Hi @JeffEcho , I haven't worked with Daylite before but it seems to be possible to export notes from Daylite: https://support.clio.com/hc/en-...read more
CharlotteJ on December 14, 2021
Sales Hub Pro - Onboarding step 1 : Strong foundations
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
Reply Getting Started Sales
14 upvotes
12 Replies
aminder5
Member
March 04, 2024 06:13
thanks for sharing us one of the best information like
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