- The template’s name is the same as its subject line, so it needs to be short, clear, and focused on the recipient’s needs.
- The name is only visible internally, so it should be whatever makes the most sense to you and your team.
- The name is automatically generated and cannot be changed.
- The name should be less than 30 characters in length.
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)
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 […]
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)