Fill in the blank: A ___________ is a record used to track the progress of an individual sale.

If you need a report that isn’t included by default on the sales dashboard, what should you do first?

Create a custom report that gives you the information you need. Look in the reports library for a report that provides the information you need. Export your data into a spreadsheet and create a report in your favorite spreadsheet program. Go to the reports marketplace and see if you can purchase the needed report. Download […]

What can you use the documents tool for?

You can use it to share a document with your contacts and get insights into how they interact with it. You can use it to create customized documents such as personalized quotes. You can use it to take notes about the conversations you have with your contacts throughout your sales process. You can use it […]

What is a task queue?

A playlist of activities you can work through, one at a time. A filtered list of contacts that shows you the most important people to focus on. A written list of goals you want to achieve in a given day or week. The feature in HubSpot CRM that helps you create multiple tasks at once. […]