When creating an email template, how would you add a personalized closing line?

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’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 […]

When you send a tracked email, you receive a notification every time the email is opened. You can receive these notifications in all of the following ways EXCEPT:

An instant notification on your computer, if you’re using the Chrome or Outlook extension. A push notification on your phone, if you’re using the HubSpot mobile app. In the activity feed inside HubSpot CRM. A phone call, if you’re using HubSpot’s virtual secretary. Download HubSpot Sales Software Certification Exam Answers (PDF)