True or false? HubSpot Video is part of the quotes tool.

You work for a company that has a form where people can request a free consultation. You want to create a list of people in your territory who have submitted this form. Which tool will you need to use to do this?

Saved filters Task queues Forms Lead flows Download HubSpot Sales Software Certification Exam Answers (PDF)

Where do your team’s interactions (phone calls, emails, etc.) with contacts appear inside HubSpot CRM?

On the contact’s timeline In contact properties Under the “Interactions” tab On the profile of the rep who contacted them 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 […]