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

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)

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 […]

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)