HubSpot Sales Software Certification

When making a call from HubSpot CRM, what’s the best way to take notes during a call?

Knowledge GlassComments Off on 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.

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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 […]
HubSpot Sales Software Certification

Which of the following Sales Hub tiers have access to HubSpot’s automation platform?

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The free HubSpot CRM Sales Hub Starter and above Sales Hub Professional and above Sales Hub Enterprise only Download HubSpot Sales Software Certification Exam Answers (PDF)
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)