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 […]
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 […]
Scan business cards to create new contacts. Manage your deals and tasks. Respond to live chats from your website. All of the above Download HubSpot Sales Software Certification Exam Answers (PDF)