When implementing HubSpot CRM for a client, should you help them create custom properties?

  • Yes – help them create as many as they need for the information they want to know about their contacts.
  • Yes – but focus primarily on properties to hold information connected to their buyer personas and the way they qualify leads.
  • No – it’s better to teach them about the standard properties and then add custom properties later, after they already understand the basics.
  • No – while adding custom properties is an option, creating new properties early on can lead to confusion and disorganization later

The correct answer is:

  • Yes – but focus primarily on properties to hold information connected to their buyer personas and the way they qualify leads.

To see all the questions and correct answers of the HubSpot Agency Partner Certification Exam, Click HereHubSpot Delivering Sales Services Certification Answers.

Jori Munroe

Jori is a lecturer on WNS Academy. She is dedicated to educating and inspiring people about reporting, conversion, and advertising and teaches sales and CRM courses at WNS. She is best known for her works on the HubSpot Inbound Marketing, Sales Software and the Sales Enablement Certification.

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