# SampleHQ

> Manage Samples. Accelerate Sales.

- [SampleHQ](https://samplehq.io/): Homepage
- [Full content](https://samplehq.io/llms-full.txt): Complete content dump for LLMs

## Posts

- [Sample Fulfillment Workflow: How Packaging Teams Standardize Turnaround Time and Reduce Rework](https://samplehq.io/sample-fulfillment-workflow-packaging-teams-2.md): Sample fulfillment is where consistency wins or loses deals. The standardized workflow that reduces turnaround variance, the quality controls that prevent rework, and how to scale fulfillment without proportional headcount.
- [Sample Request Escalation Workflow: How Packaging Marketing-Ops Resolves Delays Before Deals Stall](https://samplehq.io/sample-request-escalation-workflow-packaging-teams.md): When sample requests stall, escalation is what prevents the delay from becoming a lost deal. The structured escalation workflow that surfaces problems early, the triggers that fire automatically, and how to handle escalations without creating panic.
- [Sample Request Automation for Packaging Marketing Teams: A Practical Workflow That Reduces Delays](https://samplehq.io/sample-request-automation-packaging-manufacturers.md): Sample request automation is not about replacing people. It is about removing the friction that slows them down. The five specific automations that pay off fastest for packaging marketing teams, and how to roll them out incrementally.
- [Sample Request Form Template for Packaging Marketing: Fields, Routing Rules, and CRM Mapping](https://samplehq.io/sample-request-form-template-packaging-manufacturers.md): The sample request form is the front door of the packaging marketing workflow. The exact fields it should capture, the routing rules each field triggers, and how to map form data to the CRM for clean attribution from the start.
- [Why Manual Sample Workflows Are Slowing Down B2B Packaging Manufacturers (and What to Fix First)](https://samplehq.io/manual-sample-workflows-b2b-manufacturers.md): Manual sample workflows scale linearly with volume and break under growth. The specific failure modes that hit B2B packaging manufacturers, why automation is now a competitive necessity, and the highest-leverage first fix.
- [Sample Request to Shipment Handoff: How Packaging Marketing-Ops Reduces Delays Between Capture and Fulfillment](https://samplehq.io/sample-request-to-shipment-handoff-packaging-teams.md): The handoff between intake and fulfillment is where many packaging sample requests stall. The structural changes that eliminate handoff friction, the rules that make transitions clean, and how to measure handoff quality.
- [Sample Request Intake Process: A Practical SOP for Packaging Marketing Teams](https://samplehq.io/sample-request-intake-process-packaging-manufacturers.md): Sample request intake is the most fragile point in the packaging marketing workflow. The structured SOP that captures complete requests at the front door, eliminates downstream rework, and makes the rest of the workflow predictable.
- [Sample Request Email Management: How Packaging Marketing Teams Stop Losing Requests in Shared Inboxes](https://samplehq.io/sample-request-email-management-packaging-manufacturers.md): Shared email inboxes are where most packaging sample requests go to die. The structural fix that captures requests as marketing-qualified leads, routes them with clear ownership, and eliminates the inbox triage that consumes marketing-ops time.
- [Sample Request Approval Workflow for Packaging Marketing Teams: How to Reduce Delays Without Losing Control](https://samplehq.io/sample-request-approval-workflow-packaging-teams.md): Approval bottlenecks add days to sample turnaround in packaging marketing operations. The structured approval workflow that protects quality without creating delays, the rules that make approvals fast, and how to reduce revision loops.
- [Sample Request Routing Rules: How Packaging Marketing Teams Eliminate Ownership Confusion at Intake](https://samplehq.io/sample-request-routing-rules-packaging-teams.md): Sample delays in packaging are usually caused by handoff confusion, not effort. The structured routing rules that eliminate ownership ambiguity, prioritize requests by deal impact, and reduce turnaround without adding meetings or headcount.
- [Sample Request Status Tracking: The Stage Definitions Packaging Marketing Teams Need to Eliminate Confusion](https://samplehq.io/sample-request-status-tracking-packaging-teams.md): Sample request status tracking is the operating system underneath every working sample workflow. The 8-stage model that eliminates handoff confusion in packaging marketing operations, the rules that make stages actually work, and how to roll it out without disrupting the team.
- [How to Reduce Back-and-Forth in Sample Fulfillment Workflows](https://samplehq.io/reduce-back-and-forth-sample-fulfillment-workflows.md): Back-and-forth in sample fulfillment comes from three things: incomplete intake, unclear ownership, and no shared source of truth on status. Each one creates loops that look small in the moment
- [Why CRMs Aren’t Built for Sample Tracking (And What’s Missing)](https://samplehq.io/crm-sample-tracking-limitations-revenue-attribution.md): Tracking samples inside the CRM alone has a ceiling. The CRM is built for contacts, deals, and pipeline. It is not built for sample inventory, fulfillment status, or shipping logistics.
- [How SampleHQ Connects Samples to Revenue (And Why It Matters)](https://samplehq.io/samplehq-connects-samples-to-revenue-attribution.md): Connecting samples to revenue attribution is the data move that turns a sample program from a cost center into a marketing channel. The connection is built at the form: each
- [Why We Built SampleHQ: The Problems With Manual Sample Management](https://samplehq.io/sample-management-problems-solution.md): Manual sample management in packaging fails at four predictable points: incomplete intake, unowned handoffs, untracked status, and no connection to closed deals. SampleHQ exists to close those four gaps with
- [Your Competitor Ships Samples in 3 Days. You Take 2 Weeks. Who Wins the Deal?](https://samplehq.io/your-competitor-ships-samples-in-3-days-you-take-2-weeks-who-wins-the-deal.md): The packaging supplier who gets samples into a buyer's hands first usually wins the deal. The materials are rarely the deciding factor. The pricing rarely is either. The speed of
- [How to Reduce Errors in Sample Order Intake for Packaging Teams](https://samplehq.io/reduce-errors-sample-order-intake.md): Most errors in packaging sample orders trace back to intake. The request arrives missing a field. Fulfillment fills in the blank with a guess. The wrong substrate ships. The fix
- [How to Ensure Accurate Shipping Details for Sample Orders in the Packaging Industry](https://samplehq.io/accurate-shipping-details-sample-orders-packaging.md): Accurate shipping details on a sample order should be table stakes. They are not. The shipping address, contact person, courier preference, and delivery window often arrive incomplete and get clarified
- [What Buyers Expect When Requesting Samples From Packaging Suppliers Today](https://samplehq.io/customer-expectations-sample-request-packaging.md): Buyer expectations around packaging sample requests have shifted dramatically in five years. The specific things buyers now expect, what they used to tolerate but no longer will, and how packaging marketing teams can meet the new bar.
- [The Operational Cost of Losing Track of Samples in Packaging Companies](https://samplehq.io/packaging-sample-tracking-operational-cost.md): The operational cost of sample tracking is a number most packaging suppliers do not calculate. Once they do, it surprises them. The cost is mostly the time spent triaging requests,
- [The Friction Between Sales and Operations in Packaging Companies (And How Workflow Structure Resolves It)](https://samplehq.io/friction-between-sales-operations-packaging-companies.md): Sales-operations friction is a structural problem in packaging companies, not an interpersonal one. The specific friction points, why they emerge from workflow gaps, and how structured sample workflows resolve the underlying causes.
- [How to Use Samples as a Retention Tool in Packaging (Not Just for Acquisition)](https://samplehq.io/samples-sales-customer-retention.md): Most packaging marketing teams treat samples as an acquisition tool. The retention use case is underdeveloped and high-leverage. The specific ways to use samples for retention, expansion, and renewal.
- [How Packaging Suppliers Can Modernize Without Enterprise Budgets](https://samplehq.io/packaging-suppliers-modernize-without-enterprise-budgets.md): Modernizing a packaging supplier does not require an enterprise budget. It requires choosing one workflow to structure first. For most suppliers, that workflow is sample management. The team is small
- [Why Clear Sample Communication Wins More Packaging Deals](https://samplehq.io/sample-communication-wins-packaging-deals.md): Sample communication wins packaging deals more often than sample quality does. The supplier who confirms the request, schedules the shipment, sends the tracking link, and follows up on arrival demonstrates
- [How We Designed SampleHQ for Accuracy and Reliability in Sample Tracking](https://samplehq.io/samplehq-sample-tracking-accuracy-reliability.md): Accurate sample tracking depends on the data being captured once, structured at the source, and updated automatically as the order moves through fulfillment. Manual updates by anyone introduce drift. Over
- [Sample tracking for packaging teams seems simple. Until it isn’t.](https://samplehq.io/sample-tracking-form-spreadsheet.md): Tracking samples in a form-and-spreadsheet setup is the typical first version of a packaging supplier's sample workflow. It works for a season. It fails for the same predictable reasons every
- [Fulfillment Team Secrets: What Makes a Perfect Sample Order](https://samplehq.io/perfect-sample-order-fulfillment-secrets.md): The packaging suppliers whose sample fulfillment runs smoothly do three things consistently. They capture the full request at intake, route ownership immediately, and ship against a single record everyone on
- [Turning Samples Into Signals: How Packaging Marketing Teams Automate Campaigns Based on Sample Activity](https://samplehq.io/samples-trigger-marketing-campaign.md): Sample requests are the highest-quality intent signal in packaging marketing. The structured way to use sample activity as a trigger for marketing automation, the campaigns that work, and how to measure the impact.
- [The Sample Library Playbook: Why Your Sample Library Is the Highest-Leverage Marketing Investment in Packaging](https://samplehq.io/sample-data-centralization-prevents-delays.md): Why centralizing your sample library is the highest-leverage marketing investment a packaging supplier can make. The six things that change when buyers can browse and request from one source of truth.
- [Mapping High-Volume Sample Workflows: How Packaging Marketing Teams Scale Without Burning Out](https://samplehq.io/high-volume-sample-workflows-team-scaling.md): High-volume sample programs break the manual workflows that work at lower volume. The structural changes that allow packaging marketing teams to scale sample volume without proportional headcount.
- [How Samples Drive Packaging Buying Decisions: A Complete Guide for Marketing and Sales](https://samplehq.io/packaging-samples-influence-buying-decisions.md): Samples are how prospective buyers first evaluate a packaging supplier. Why the sample experience carries more weight than most marketing teams realize, the psychology of physical evaluation, and what brands actually evaluate in those first samples.
- [How Packaging Sales Reps Prevent Lost or Forgotten Sample Requests](https://samplehq.io/sales-reps-prevent-lost-sample-requests.md): Lost sample requests cost packaging sales reps deals they should have won. The structural fixes that prevent requests from disappearing into shared inboxes, the visibility that keeps reps in the loop, and the discipline that closes the loop.
- [Operational Challenges Packaging Suppliers Face Today](https://samplehq.io/packaging-supplier-operational-challenges.md): The hardest operational challenge in packaging supply today is fragmented information. Sample requests live in one tool. Customer records in another. Fulfillment status in a third. Revenue attribution nowhere. Each
- [How Sample Workflow Integrations Reduce Manual Work for Packaging Marketing Teams](https://samplehq.io/sample-workflow-integrations-reduce-manual-work.md): Sample workflow integrations are how packaging marketing teams stop wasting time on manual data entry between systems. The four critical integrations and the specific manual work each one eliminates.
- [Sample Visibility in Packaging: How Stage Tracking Builds Buyer Trust and Wins More Deals](https://samplehq.io/sample-visibility-improves-customer-trust.md): In packaging, buyer trust is built when samples can be tracked from request to delivery. The cost of stage blindness, the three questions every buyer wants answered, and why sample visibility is becoming a competitive divider in supplier evaluations.
- [How Modern Packaging Suppliers Automate Sample Request Workflows: A Marketing-to-Sales Playbook](https://samplehq.io/samplehq-workflow-engine-complex-requests.md): Sample request workflows are marketing infrastructure, not operations infrastructure. The six automation areas that turn samples into structured marketing-qualified pipeline, and how a dedicated workflow engine handles complex multi-item requests.
- [Why Sample-Driven Revenue Intelligence Is Becoming a Marketing Requirement in Packaging](https://samplehq.io/sample-driven-revenue-intelligence-requirement.md): Marketing leadership in packaging is being asked to defend sample library investment with data. Sample-driven revenue intelligence is the structural answer. What it means, why it is now required, and how to build it.
- [How CRM Integration with SampleHQ Gives Packaging Marketing Teams Clean Sales Data and Reliable Forecasting](https://samplehq.io/crm-samplehq-clean-sales-data-forecasting.md): Sample activity that lives outside the CRM means marketing has no attribution and sales has no forecasting baseline. The structured CRM integration that makes sample data the cleanest signal in the pipeline.
- [How Sample Workflow Structure Accelerates Packaging Sales Cycles](https://samplehq.io/sample-sales-cycle-acceleration-strategies.md): Sample workflow speed is the single most underrated lever in packaging sales cycle acceleration. The five structural changes that compress evaluation timelines, the buyer dynamics that reward fast suppliers, and how to measure cycle time.
- [Speed to Sample: Why Sample Turnaround Is the New Competitive Divider in Packaging Marketing](https://samplehq.io/fast-sample-delivery-management-tracking.md): Buyers expect samples in three days, not three weeks. Why the bar moved, where sample request workflows actually break down, and the marketing infrastructure that lets packaging suppliers ship from inventory in days.
- [Why Managing Samples in Spreadsheets Stops Working at Scale (And What to Replace It With)](https://samplehq.io/manage-samples-spreadsheets.md): Spreadsheet-based sample management works at low volume and breaks predictably as volume grows. The specific failure modes, why structured Sample Library tools replace spreadsheets, and the migration path that does not disrupt the team.
- [Why the Sample Library Is a Marketing Asset, Not Inventory](https://samplehq.io/packaging-industry-bottlenecks.md): Sample request workflows are how prospective buyers first evaluate a packaging supplier. The bottlenecks in that workflow leak deals before sales engages. A complete guide to the friction points, the marketing-to-sales handoff, and the structural fix.

## Pages

- [WordPress Plugin](https://samplehq.io/wordpress-plugin.md)
- [For Marketing Teams](https://samplehq.io/marketing-sample-management.md)
- [ERP Integration](https://samplehq.io/erp-integration.md):    
- [About](https://samplehq.io/about.md):        
- [AI Assistant](https://samplehq.io/ai-assistant.md)
- [CRM Integrations](https://samplehq.io/crm-integrations.md): CRM Integrations Connect Sample Activity to Salesforce and HubSpot SampleHQ connects with Salesforce and HubSpot so teams can work with sample orders in broader CRM context. Look up contacts, validate
- [Sample Management](https://samplehq.io/sample-management.md): sample management Manage Sample Activity in One Connected System SampleHQ helps packaging and labeling teams manage sample requests, track order progress, update shipment visibility, and keep sales and fulfillment aligned
- [For Executives](https://samplehq.io/sample-reporting-executives.md): for executive teams Turn Sample Activity Into Business Visibility SampleHQ gives leadership a clearer view of how sample activity supports pipeline, influences revenue, and drives operational effort, so teams can
- [For Fulfillment Teams](https://samplehq.io/sample-management-fulfillment.md): for fulfillment teams Keep Sample Shipments Мoving Without the Chaos SampleHQ gives fulfillment teams one organized place to manage incoming sample orders, update tracking, and keep sales informed from shipment
- [For Sales Teams](https://samplehq.io/sample-management-sales.md): for sales teams See Which Samples Move Deals Forward SampleHQ gives sales teams a clear view of sample activity across accounts, opportunities, and deals so they can follow up faster,
- [Support Ticket Submit](https://samplehq.io/support-ticket.md): Get Support Share your issue, request, or question and our team will follow up with the right next steps. Before you submit Including clear details helps us resolve your request
- [Revenue Attribution](https://samplehq.io/revenue-attribution.md)
- [Solutions](https://samplehq.io/solutions.md): Built for Modern Sample Programs Turn Sampling Into a Revenue Engine SampleHQ helps B2B suppliers manage sample activity, connect it to Salesforce and HubSpot, and measure how samples influence pipeline
- [Home](https://samplehq.io.md)
- [Request an Enterprise Demo](https://samplehq.io/enterprise-quote-request.md): Trusted by teams managing high-volume, multi-location sample programs Request an Enterprise Quote Need custom pricing, CRM integrations, advanced reporting, or a tailored rollout? Share your requirements and our team will
- [Contact Us](https://samplehq.io/contact-us.md):  
- [Terms of Use](https://samplehq.io/terms-of-use.md): Terms of Use Last updated: March 29, 2026 These Terms of Use (“Terms”) govern your access to and use of the SampleHQ website, platform, web application, and related services (collectively,
- [Privacy Policy](https://samplehq.io/privacy-policy.md): Privacy Policy Last updated: March 30, 2026 This Privacy Policy explains how Kodever DOOEL Tetovo, operating SampleHQ (“SampleHQ,” “we,” “our,” or “us”), collects, uses, discloses, and protects personal data in
- [Pricing](https://samplehq.io/pricing.md)
- [Support Center](https://samplehq.io/support-center.md)
- [Insights](https://samplehq.io/insights.md)

## Support Center

- [Shipping Overview](https://samplehq.io/support/shipping-overview.md): SampleHQ supports two ways to handle shipping: manually or through the Shippo integration. You can choose the approach that fits your workflow, and even mix both depending on the situation.
- [Linking Deals from HubSpot](https://samplehq.io/support/linking-deals-from-hubspot.md): If your workspace is connected to HubSpot, you can link sample orders to deals directly from within HubSpot using the SampleHQ card on the deal record page. Where to find
- [Linking Deals from Salesforce](https://samplehq.io/support/linking-deals-from-salesforce.md): If your workspace is connected to Salesforce, you can link sample orders to deals directly from within Salesforce without switching to SampleHQ. Where to find it The linking tool is
- [Using Charts and Date Filters](https://samplehq.io/support/using-charts-and-date-filters.md): Dashboard charts in SampleHQ are interactive. You can adjust date ranges and hover over data points for details. Date range selection Most dashboard charts offer three date range options: 14d
- [Fulfillment Dashboard](https://samplehq.io/support/fulfillment-dashboard.md): The fulfillment dashboard is built for operations. It shows your workload, overdue items, and processing throughput. The fulfillment dashboard shows your workload, overdue orders, and priority queue. KPI cards Processed
- [Sales Rep Dashboard](https://samplehq.io/support/sales-rep-dashboard.md): The sales rep dashboard is focused on your personal activity. It shows your orders, not the entire team's. The sales rep dashboard shows your personal order activity and pending follow-ups.
- [Owner and Manager Dashboard](https://samplehq.io/support/owner-and-manager-dashboard.md): The owner and manager dashboard gives you full visibility into your team's sample operations. The owner dashboard displays key performance indicators and order activity over time. KPI cards Revenue Influenced:
- [Dashboard Overview](https://samplehq.io/support/dashboard-overview.md): Your dashboard is the first thing you see when you log into SampleHQ. It provides a summary of the metrics and activity most relevant to your role. Role-specific dashboards SampleHQ
- [Onboarding Emails](https://samplehq.io/support/onboarding-emails.md): When a new user joins your workspace, they receive a series of onboarding emails over their first few days. These emails are tailored to their role and help them get
- [Managing Notification Preferences](https://samplehq.io/support/managing-notification-preferences.md): You can control which notifications you receive so you are not overwhelmed by alerts that are not relevant to your role. Accessing preferences Notification preferences are available in your profile
- [Email Notification Types](https://samplehq.io/support/email-notification-types.md): SampleHQ sends email notifications for important events so your team stays informed even when they are not logged in. Order notifications Order created Order shipped (with tracking number) Order delivered
- [In-App Notifications](https://samplehq.io/support/in-app-notifications.md): SampleHQ displays notifications in the top bar so you stay informed about order updates, shipping status changes, and system alerts without leaving the page you are working on. Notification bell
- [ERP API Documentation](https://samplehq.io/support/erp-api-documentation.md): SampleHQ provides an API documentation page in System Settings that describes the available endpoints for ERP integration. Accessing the documentation Go to Workspace Settings > ERP / API  and find
- [Configuring ERP Sync](https://samplehq.io/support/configuring-erp-sync.md): Set up your ERP connection in System Settings. This requires generating an API key and configuring your ERP to send data to SampleHQ. Setup steps Go to Workspace Settings >
- [ERP Integration Overview](https://samplehq.io/support/erp-integration-overview.md): SampleHQ can sync with your ERP system to keep your product catalog and inventory levels in sync. This is useful if your sample library is managed in an ERP and
- [Import Images and Media](https://samplehq.io/support/import-images-and-media.md): When your CSV includes image URLs, SampleHQ downloads and attaches those images to the imported samples automatically. How image import works During the import, SampleHQ queues each image URL for
- [Handling Duplicates During Import](https://samplehq.io/support/handling-duplicates-during-import.md): SampleHQ automatically checks for duplicates during bulk import to prevent creating duplicate records in your library. How deduplication works The import process checks each row against existing records using multiple
- [Running a Bulk Import](https://samplehq.io/support/running-a-bulk-import.md): Once your CSV file is ready, run the import from the Bulk Import page. Steps Go to Bulk Import in the sidebar. Click Upload CSV and select your file. SampleHQ
- [Preparing Your CSV File](https://samplehq.io/support/preparing-your-csv-file.md): A well-formatted CSV file is essential for a smooth import. The required columns differ depending on whether you are importing samples or users. File format Use CSV (comma-separated values) format.
- [Bulk Import Overview](https://samplehq.io/support/bulk-import-overview.md): Bulk import lets you add large numbers of samples or customers to SampleHQ at once using a CSV file, instead of entering them one at a time. What you can
- [AI Usage and Limits](https://samplehq.io/support/ai-usage-and-limits.md): SampleHQ tracks AI usage to help you monitor consumption and costs, especially if you are using BYOK mode with your own API key. What is tracked Token count: The number
- [Creating AI Watches and Alerts](https://samplehq.io/support/creating-ai-watches-and-alerts.md): AI watches are automated monitoring rules you create through the chat interface. They run on a schedule and notify you when conditions are met. What watches do A watch monitors
- [What the AI Can Do](https://samplehq.io/support/what-the-ai-can-do.md): The AI Assistant has access to a wide set of actions organized by category. You can click any action in the "What can I do?" panel to paste it into
- [Setting Up BYOK (Bring Your Own Key)](https://samplehq.io/support/setting-up-byok-bring-your-own-key.md): BYOK mode lets you connect your own AI provider instead of using SampleHQ's managed AI. This gives you control over which model is used and how your data is processed.
- [AI Configuration Modes](https://samplehq.io/support/ai-configuration-modes.md): The AI Assistant can operate in three modes. Only account owners can change the AI mode. Disabled AI is turned off for the entire workspace. No team members can access
- [Using the AI Chat](https://samplehq.io/support/using-the-ai-chat.md): The AI chat interface works like a conversation. Type your question or request, and the AI responds with information or takes action. Starting a conversation Go to HQ AI Assistant
- [AI Assistant Overview](https://samplehq.io/support/ai-assistant-overview.md): The SampleHQ AI Assistant is a chat-based tool that helps you work faster. It can look up orders, search your CRM, draft emails, generate reports, and more, all from a
- [Managing Form Submissions](https://samplehq.io/support/managing-form-submissions.md): When someone submits a sample request form, the submission appears in the Sample Requests inbox for your team to review, approve, and convert into orders. Viewing submissions Go to Sample
- [Publishing and Embedding a Form](https://samplehq.io/support/publishing-and-embedding-a-form.md): Once you have built a form, you need to publish it and embed it on your website or share the link. Getting the form URL Each form has a unique
- [Building a Form](https://samplehq.io/support/building-a-form.md): The form builder is a visual tool for creating sample request forms. It shows a settings panel on the left and a live preview on the right so you can
- [Forms Overview](https://samplehq.io/support/forms-overview.md): Embeddable forms let you capture sample requests from your website, landing pages, or anywhere you can embed a link. Prospects fill out the form without needing a SampleHQ account, and
- [Attribution Overview Report](https://samplehq.io/support/attribution-overview-report.md): The Overview report combines data from all other attribution views into a single high-level summary. It is the starting point for understanding the ROI of your sampling program. What the
- [Sample Attribution Reports](https://samplehq.io/support/sample-attribution-reports.md): The Samples report shows attribution from the product perspective: which samples in your library are driving the most revenue. The Samples report shows which samples drive the most revenue. What
- [Customer Attribution Reports](https://samplehq.io/support/customer-attribution-reports.md): The Customers report shows attribution grouped by customer. Use it to understand which customers are converting from samples to deals. The Customers report shows attribution grouped by customer. What the
- [Deal Attribution Reports](https://samplehq.io/support/deal-attribution-reports.md): The Deals report shows attribution from the deal perspective: which samples were sent for each deal and how much revenue was influenced. The Deals report lists all deals with sample
- [Rep Attribution Reports](https://samplehq.io/support/rep-attribution-reports.md): The Reps report ranks sales reps by their attributed revenue. Everyone on the team can see this report. The Reps report ranks sales reps by influenced revenue. What the report
- [Team Attribution Report](https://samplehq.io/support/team-attribution-report.md): The Team report shows attribution performance across your entire sales team. Everyone on the team can access this view to understand how the sampling program is performing. What the report
- [The Attribution Dashboard](https://samplehq.io/support/the-attribution-dashboard.md): The Attribution section gives everyone on the team visibility into how sample activity connects to revenue. Every user can see both their own attribution data and the team-wide view. My
- [Assigning Attribution Values](https://samplehq.io/support/assigning-attribution-values.md): Sales reps assign dollar values to samples when a sample contributes to a closed deal. This is how attribution data enters the system. How to assign attribution Open an order
- [Attribution Overview](https://samplehq.io/support/attribution-overview.md): Attribution in SampleHQ answers the question: which samples are actually driving revenue? By linking sample orders to CRM deals and assigning dollar values, you can measure the business impact of
- [CRM Search and Customer Lookup](https://samplehq.io/support/crm-search-and-customer-lookup.md): When your CRM is connected, you can search for contacts and companies directly from within SampleHQ. This saves time when creating orders and ensures you are using accurate customer data.
- [Linking Deals to Orders](https://samplehq.io/support/linking-deals-to-orders.md): Linking a CRM deal to a sample order creates a direct connection between your sample activity and your sales pipeline. This is the foundation of revenue attribution in SampleHQ. You
- [Managing CRM Connections](https://samplehq.io/support/managing-crm-connections.md): The CRM Settings page is where you manage your CRM connections: check status, refresh tokens, or disconnect. Finding CRM Settings Go to Workspace Settings > CRM Settings in the sidebar.
- [Connecting Salesforce](https://samplehq.io/support/connecting-salesforce.md): Connect your Salesforce account to SampleHQ for deal linking, contact search, and attribution tracking from your Salesforce pipeline. How to connect Go to Workspace Settings > CRM Settings. Click Connect
- [Connecting HubSpot](https://samplehq.io/support/connecting-hubspot.md): Connect your HubSpot account to SampleHQ to enable deal linking, contact search, and revenue attribution from your HubSpot pipeline. How to connect Go to Workspace Settings > CRM Settings. Click
- [CRM Integration Overview](https://samplehq.io/support/crm-integration-overview.md): SampleHQ integrates with HubSpot and Salesforce to connect your sample activity to your sales pipeline. When connected, you can search CRM contacts, link deals to orders, and track which samples
- [Label Format Preferences](https://samplehq.io/support/label-format-preferences.md): You can set a default label format in your shipping settings so that every label is generated in the format your printer or workflow requires. Available formats PDF - Best
- [Shipping Notifications](https://samplehq.io/support/shipping-notifications.md): SampleHQ sends email notifications automatically at key points in the shipping process. These keep everyone informed without manual follow-up. Notification triggers Label created: Sent when a shipping label is purchased.
- [Address Validation](https://samplehq.io/support/address-validation.md): SampleHQ validates shipping addresses before labels are generated to reduce failed deliveries and returned packages. How address validation works When you enter a shipping address on the Create Order page
- [Tracking Shipments](https://samplehq.io/support/tracking-shipments.md): Once a shipping label is purchased, the tracking number and carrier details are recorded on the order in SampleHQ. Where to see tracking info Open any shipped order to see