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 […]

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)

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)