Fill in the blank: A ___________ is a record used to track the progress of an individual sale.
deal stage deal record deal pipeline deal forecast The correct answer is: deal record CLICK HERE TO DOWNLOAD FULL EXAM
Read moreSales Software Certification Answers
What information shows on the timeline of a company record?
Only the interactions you’ve manually added to it. All of the interactions you’ve had with any contact at the company.
Read moreWhat’s the BEST way to add people from your saved filters into a task queue?
Check the boxes next to each person and bulk-create a task for all of them. As you create the task,
Read moreWhich of the following is NOT a type of task in HubSpot CRM?
Follow up Call Email To-do The correct answer is: Follow up CLICK HERE TO DOWNLOAD FULL EXAM ANSWERS SHEET (PDF
Read moreWhere do your team’s interactions (phone calls, emails, etc.) with contacts appear inside HubSpot CRM?
On the contact’s timeline In contact properties Under the “Interactions” tab On the profile of the rep who contacted them
Read more“You can set a due date when you create a task. What happens when the due date arrives? “
A reminder email is sent to the person the task is assigned to. The task automatically gets marked as “Complete.”
Read moreYou work for a company that has a form where people can request a free consultation. You want to create a list of people in your territory who have submitted this form. Which tool will you need to use to do this?
Saved filters Task queues Forms Lead flows The correct answer is: Saved filters CLICK HERE TO DOWNLOAD FULL EXAM ANSWERS
Read moreWhat are deal stages?
The important milestones a person has to pass in order to become your customer. The steps you need to take
Read moreTrue or false? You should customize an email template every time you send it out.
Personalization tokens are just placeholders that need to be manually replaced. The template is a starting point, but every email
Read moreWhich of the following is true about an email template’s name?
The template’s name is the same as its subject line, so it needs to be short, clear, and focused on
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