When creating a custom view, how do you make it available to other team members?

QUESTION When creating a custom view, how do you make it available to other team members?  A)  By checking the “Invite team members” box next to the view’s name.  B)  By adding a filter for HubSpot Owner and adding the team members you want to share the view with.  C)  All views are automatically shared with all team members.  D)  By clicking the “Shared” option when saving the view. The correct answer is: Explanation: We will update later. sincerely thank

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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 displays people who match your buyer persona.”  C)  “Add enough filters that the view only shows people you can take a specific action with.”  D)

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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 My Emails” setting is turned on. Add your portal’s BCC address to the BCC line of your emails. The correct answer is: Check the “Log

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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 custom view Lead flows The forms tool The correct answer is: Saved filters Explanation: We will update later. sincerely thank

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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 sales reps to craft individual emails for their contacts. Personalization tokens are simple reminders of information that has to be added manually before sending the

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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 templates is to save you the trouble of customizing individual emails. False. In order to measure a template’s performance, you need to make sure it’s

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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 each should be used, randomly divide the pages of your website into two even groups. Then put messages on all of the pages in one

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True or false? The best way to define the steps of your sales process is to figure out the actions you have to take to move a sale forward.

QUESTION True or false? The best way to define the steps of your sales process is to figure out the actions you have to take to move a sale forward. True. In order to help contacts move forward, you need to know exactly what to say and do in each stage of the sales process. True. While it’s important to know what the buyer should be doing at each stage of the sales process, it’s ultimately your actions as a

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What are deal stages?

QUESTION What are deal stages? One-word descriptions of a contact or company’s qualification as a lead. The steps you need to take in order to close a deal. The important milestones a person has to pass in order to become your customer. The process you need to go through in order to add a deal to HubSpot CRM. The correct answer is: The important milestones a person has to pass in order to become your customer. Explanation: We will update

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When should you create a deal?

QUESTION When should you create a deal? Any time a contact buys from you. Any time a contact completes the action described by the first deal stage. Any time you identify a contact or company as a “good fit” for your offering. Any time you successfully make contact with a person. The correct answer is: Any time a contact completes the action described by the first deal stage. Explanation: We will update later. sincerely thank

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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 time on people who are eager to buy your product. False. While it’s important to give all of your contacts the same level of respect,

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