True or false? In general, you should use the default options provided in the “Lead status” property.

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 […]

What is a sequence?

The steps of your sales process An automated series of emails and tasks A playlist of tasks that you can work through An outline to follow during a sales call Download HubSpot Sales Software Certification Exam Answers (PDF)

Email templates use personalization tokens to pull information from CRM properties into your emails, but you should also leave room to personalize every email you send. Why?

To provide more value to your prospect To include relevant details from other conversations you’ve had To make sure the email addresses the recipient’s specific needs all of the above Download HubSpot Sales Software Certification Exam Answers (PDF)