All of the following are default reports in HubSpot CRM EXCEPT:

You can do all of the following with the meetings tool EXCEPT:

Create multiple links, each with different booking restrictions. Create a team link that looks at the availability of you and specific teammates. Access your prospect’s calendar to check their availability. Generate videoconferencing links with HubSpot’s Zoom integration. Download HubSpot Sales Software Certification Exam Answers (PDF)

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 […]

If you don’t have access to the playbooks tool, which free Sales Hub tool would be your best choice for inserting an outline into your call notes?

Templates Documents Snippets Meetings Download HubSpot Sales Software Certification Exam Answers (PDF)