HubSpot Sales Software Certification

What are deal stages?

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  • 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 Sales Software Certification Exam Answers (PDF)

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HubSpot Sales Software Certification

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?

Knowledge Glass

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)
HubSpot Sales Software Certification

What can you use the documents tool for?

Knowledge Glass

You can use it to share a document with your contacts and get insights into how they interact with it. You can use it to create customized documents such as personalized quotes. You can use it to take notes about the conversations you have with your contacts throughout your sales process. You can use it […]
HubSpot Sales Software Certification

What is a task queue?

Knowledge Glass

A playlist of activities you can work through, one at a time. A filtered list of contacts that shows you the most important people to focus on. A written list of goals you want to achieve in a given day or week. The feature in HubSpot CRM that helps you create multiple tasks at once. […]