Which Sales Hub tool would you use to add products to a deal?

What’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, be sure to select the appropriate queue. “Task queue” and “saved filters” are different names for the same thing. Open each contact record and create tasks one at a time. It’s important to create the […]

When making a call from HubSpot CRM, what’s the best way to take notes during a call?

Add a note to the contact record. Update the “Last Call” property on the contact record. Use the notes area that appears during the call to type notes. The call is automatically recorded, so notetaking is unnecessary. Download HubSpot Sales Software Certification Exam Answers (PDF)

Which 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 the recipient’s needs. The name is only visible internally, so it should be whatever makes the most sense to you and your team. The name is automatically generated and cannot be changed. The name should […]