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 […]
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 […]
Only the interactions you’ve manually added to it. All of the interactions you’ve had with any contact at the company. The history of the company, as pulled from public records. Company records don’t have timelines. Download HubSpot Sales Software Certification Exam Answers (PDF)