HubSpot Sales Software Certification

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 […]

HubSpot Sales Software Certification

Which of the following is NOT a default contact property in HubSpot CRM?

Favorite flavor of cake (a free-fill sample property) Next activity date (the date of a contact’s next meeting or task, if any) Form submission (the name of any form the contact has submitted from your website) Last contacted (the date or time period a person last received contact from a member of your sales team) […]

HubSpot Sales Software Certification

There are several ways to create contacts. One way is to create contacts manually. All of the following are also ways to create contacts EXCEPT:

Form submissions from your website. Business card scanning through HubSpot’s mobile app. Automatic contact creation from emails, if your inbox is connected to HubSpot. The Slack integration. Download HubSpot Sales Software Certification Exam Answers (PDF)

HubSpot Sales Software Certification

If you’re enrolling a contact into a sequence and you see a warning that an email has low personalization, what happens when you click the warning?

Nothing HubSpot automatically personalizes the email for you. A help article with email best practices opens in a new window. HubSpot gives you a list of recommendations for improving your email. Download HubSpot Sales Software Certification Exam Answers (PDF)

HubSpot Sales Software Certification

When making a call from HubSpot CRM, what’s the best way to take notes during a call?

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)