When creating an email template, how would you include the contact’s name in the greeting?

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 […]

You can do all of the following with the meetings tool EXCEPT:

Create multiple links, each with different booking restrictions. Create a team link that looks at the availability of you and specific teammates. Access your prospect’s calendar to check their availability. Generate videoconferencing links with HubSpot’s Zoom 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)