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)
Use the email scheduling tool to make sure your emails will be delivered at a time that’s convenient for your contacts. Send emails first thing in the morning to make sure your contacts see them when they get into work. Send emails at the end of the day to avoid interrupting your contacts’ daily schedule. […]
The important milestones a person has to pass in order to become your customer. The steps you need to take in order to close a deal. The process you need to go through in order to add a deal to HubSpot CRM. One-word descriptions of a contact or company’s qualification as a lead. Download HubSpot […]