Category «HubSpot Sales Software»

What’s the most important deal property?

QUESTION According to the class, What’s the most important deal property? Close date, because if you forget to select a close date, your commission will be calculated incorrectly. Deal Name, because you have to know this in order to find the deal in the CRM. Contact, because if you forget to add the contact, the deal …

When creating an email template in HubSpot Sales, how would you add a personalized closing line? (“Looking forward to talking to a fellow Cubs fan,”)

QUESTION When creating an email template in HubSpot Sales, how would you add a personalized closing line? (“Looking forward to talking to a fellow Cubs fan,”) Personalization tokens Fill-in-the-blank areas Static text None of the above The correct answer is: Fill-in-the-blank areas Explanation: We will update later. sincerely thank

When creating an email template in HubSpot Sales, how would you add a description of the topics the meeting was supposed to cover? (“the trouble you’ve been having with user engagement on your online forums“)

QUESTION When creating an email template in HubSpot Sales, how would you add a description of the topics the meeting was supposed to cover? (“the trouble you’ve been having with user engagement on your online forums“) Personalization tokens Fill-in-the-blank areas Static text None of the above The correct answer is: Fill-in-the-blank areas Explanation: We will …

When creating an email template in HubSpot Sales, how would you include the contact’s name in the greeting? (“Jean”)

QUESTION For the following questions, imagine you are creating an email template for following up with people who missed a scheduled appointment. You found this email in your sent folder that you want to use as a template: When creating an email template in HubSpot Sales, how would you include the contact’s name in the …

What is a task queue?

QUESTION What is a task queue? A filtered list of contacts that shows you the most important people to focus on. A playlist of activities you can work through, one at a time. A written list of goals you want to achieve in a given day or week. The feature in HubSpot CRM that helps …

Your team just hired a new sales rep, and you’re coaching them on how to create a good email template. They ask you how to figure out the purpose of a template. What advice should you give them?

QUESTION Your team just hired a new sales rep, and you’re coaching them on how to create a good email template. They ask you how to figure out the purpose of a template. What advice should you give them? “Every email you send should encourage your contacts to buy, so focus on pitching our offering …