Which Sales Hub tool would you use to send a quote to a prospect?

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)

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 […]

You can set a due date when you create a task. What happens when the due date arrives?

A reminder email is sent to the person the task is assigned to. The task automatically gets marked as “Complete.” The task gets deleted. The user the task is assigned to is required to take the action described in the task. Download HubSpot Sales Software Certification Exam Answers (PDF)