FAQ

Overview

This FAQ provides fast, clear answers to the most common questions across Sales Hub usage, configuration, and daily operation.

FAQ

Lead - What’s The Difference Between a Lead and a Contact?

Lead - What Happens When You Convert a Lead in Salesforce?

Lead - How Do I Know Which Leads Need My Attention Today?

Lead - How Should I Manage The Rating Temperature?

Lead - This Lead Does Not Want To Be Contacted, What Should I Do?

Account - What Does The CRM Tab Show Me?

Account - What Does The Deal Management Tab Show Me?

Account - What Does the Customer Analytics Tab Show Me?

Account - Why Is Marking Account Health Important?

Account - Why Is Marking Accounts As Strategic Important?

Contact - Why Is Managing Relationship Strength Important?

Contact - This Contact Does Not Want To Be Contacted, What Should I Do?

Opportunity - How Do I Manage Contacts Involved Within The Deal?

Opportunity - Where is the Product & Price Book Managed?

Opportunity - Why Is Updating The Opportunity At Every Change Important?

Activities - How Do I Log Linkedin Messages?

Activities - Where Do I Save My Meeting Notes?

Activities - How Do I Manage My Tasks?

Chatter - What Is Chatter And How Do I Use It?

Data - I Have A List Of Leads To Upload - How Should I Proceed?

Data - I Need To Export Leads/Contacts to Upload Into X - How Should I Proceed?

Email to Salesforce - What Is The Recommended Approach?

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