Category «HubSpot Sales Software»

One of your teammates is creating a custom view in HubSpot CRM. They ask you how many filters they should use. How do you respond?

0.0 00 QUESTION One of your teammates is creating a custom view in HubSpot CRM. They ask you how many filters they should use. How do you respond?  A)  “It doesn’t matter how many filters you add, but you should always include filters for Job Title and HubSpot Owner.”  B)  “Add enough filters that the …

You 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?

0.0 00 QUESTION You 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 or A task …

Which of the following is the BEST description of the benefits of using personalization tokens?

0.0 00 QUESTION Which of the following is the BEST description of the benefits of using personalization tokens? Personalization tokens help save time and avoid mistakes, but aren’t enough on their own to make an email feel personalized. Personalization tokens make it easy to send a single email to multiple people. Personalization tokens make it …

When should you create a deal?

0.0 00 QUESTION When should you create a deal? Any time a contact buys from you. Any time a contact completes the action described by the first deal stage. Any time you identify a contact or company as a “good fit” for your offering. Any time you successfully make contact with a person. The correct …

What’s the most important deal property?

0.0 00 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, …