HubSpot Sales Software

One of your teammates is creating a custom view in HubSpot CRM. They ask you how many filters they should use. How do you respond?

QUESTION One of your teammates is creating a custom view in HubSpot CRM. They ask you how many filters they should use. How do you respond?  A)  “It doesn’t matter how many filters you add, but you should always include filters for Job Title and HubSpot Owner.”  B)  “Add enough filters that the view only […]

How do you record emails in the CRM if you’re using the HubSpot Sales email extension?

QUESTION How do you record emails in the CRM if you’re using the HubSpot Sales email extension? Check the “Log in CRM” checkbox when you’re composing an email. Select the emails you want recorded and then click the “Save in CRM” button. All of your emails will automatically be recorded as long as the “Record […]

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?

QUESTION 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 or A task queue A […]

Which of the following is the BEST description of the benefits of using personalization tokens?

QUESTION Which of the following is the BEST description of the benefits of using personalization tokens? Personalization tokens help save time and avoid mistakes, but aren’t enough on their own to make an email feel personalized. Personalization tokens make it easy to send a single email to multiple people. Personalization tokens make it unnecessary for […]

True or false? You should customize an email template every time you send it out.

QUESTION True or false? You should customize an email template every time you send it out. True. Personalization tokens are just placeholders that need to be manually replaced. True. The template is a starting point, but every email you send should be customized for the contact you’re sending it to. False. The point of email […]

Your marketing team wants to add lead flows and messages to your company’s website. Where should each tool be used?

QUESTION Your marketing team wants to add lead flows and messages to your company’s website. Where should each tool be used? Put messages on any page talking about your company’s products or pricing, and put lead flows on all the other pages.   Put lead flows and messages together on all pages. To determine where […]

True or false? You should treat all of your contacts as equally important to your sales process.

QUESTION True or false? You should treat all of your contacts as equally important to your sales process. True. The most important thing is to make sure your contacts feel like they’re your only contact. True. Quota and commission are not as important as developing good relationships with your contacts. False. You should only spend […]

What’s the difference between the deal forecast and the deal board?

QUESTION What’s the difference between the deal forecast and the deal board? “Deal forecast” and “deal board” are two different names for the same thing. The deal board helps with deal maintenance, while the deal forecast helps with prioritization. The Deal Forecast is for managers, and the Deals Board is for individual reps. They are […]

True or false? Deal information is automatically displayed on the contact timeline.

QUESTION True or false? Deal information is automatically displayed on the contact timeline. True. Updates get added to the contact’s timeline anytime a deal they’re associated with moves to a new deal stage. True. Deals are simply properties on the contact record, so any changes to the deal naturally flow through to the contact timeline. […]

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