The important milestones a person has to pass in order to become your customer. The steps you need to take in order to close a deal. The process you need to go through in order to add a deal to HubSpot CRM. One-word descriptions of a contact or company’s qualification as a lead. Download HubSpot […]
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)
You can set a due date when you create a task. What happens when the due date arrives?
A reminder email is sent to the person the task is assigned to. The task automatically gets marked as “Complete.” The task gets deleted. The user the task is assigned to is required to take the action described in the task. 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)
Which of the following is NOT a type of task in HubSpot CRM?
Follow up Call Email To-do Download HubSpot Sales Software Certification Exam Answers (PDF)
What’s the BEST way to add people from your saved filters into a task queue?
Check the boxes next to each person and bulk-create a task for all of them. As you create the task, be sure to select the appropriate queue. “Task queue” and “saved filters” are different names for the same thing. Open each contact record and create tasks one at a time. It’s important to create the […]
What information shows on the timeline of a company record?
Only the interactions you’ve manually added to it. All of the interactions you’ve had with any contact at the company. The history of the company, as pulled from public records. Company records don’t have timelines. Download HubSpot Sales Software Certification Exam Answers (PDF)
Fill in the blank: A ___________ is a record used to track the progress of an individual sale.
deal stage deal record deal pipeline deal forecast Download HubSpot Sales Software Certification Exam Answers (PDF)
If you send a tracked email to a contact and you get a notification saying they read it, when should you call them?
As soon as you see the first notification. After they respond to your email. After getting at least 10 notifications. After getting three or four notifications. Download HubSpot Sales Software Certification Exam Answers (PDF)
If you enroll a person in a Sequence, what happens when they respond?
The “post-contact” steps of the sequence are triggered, The sequence continues executing until all of the steps are completed. The sequence alerts you that they have responded. The sequence automatically terminates. Download HubSpot Sales Software Certification Exam Answers (PDF)