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Getting started
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