Getting started

Tips and recommendations for getting started with QuarterOne.

7 articles in this collection
Written by Michael Foulkes and Ned Bada

Connect your Sales Pipeline

Connecting to Freshworks CRM

A guide to connecting QuarterOne to Freshworks and Freshsales CRM and refreshing deal data.

Written by Ned Bada
Updated over a week ago

Connecting to HubSpot

A guide to connecting QuarterOne to HubSpot CRM and refreshing HubSpot data.

Written by Michael Foulkes
Updated over a week ago

Connecting to Zoho CRM

A guide to connecting QuarterOne to Zoho CRM and refreshing Zoho data.

Written by Michael Foulkes
Updated over a week ago

Connecting to Pipedrive

A guide to connecting QuarterOne to Pipedrive and refreshing Pipedrive data.

Written by Michael Foulkes
Updated over a week ago

Tips

How to fit QuarterOne into your weekly routine

We find there is a lot of correlation between businesses with clear, consistent processes and those producing reliable forecasts.

Written by Michael Foulkes
Updated over a week ago

How to clean up your sales data

Its important to get your sales data up-to-date. This article will help you maximise the value you will get out of the app.

Written by Michael Foulkes
Updated over a week ago

Back-filling missing sales data

Missing some historic sales data from HubSpot that you'd like to add to QuarterOne? Here's how to backfill the data in a few simple steps.

Written by Michael Foulkes
Updated over a week ago