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 […]
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 […]
The steps of your sales process An automated series of emails and tasks A playlist of tasks that you can work through An outline to follow during a sales call Download HubSpot Sales Software Certification Exam Answers (PDF)