–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.– –They are essentially the same, but they’re located in different areas of the CRM.– –The deal board helps with deal maintenance, while the deal forecast helps with prioritization.– –The deal forecast … Read more
–What’s the best way to create an end-of-the-month to-do list?– –By creating a saved filter of contacts who haven’t been followed up with recently.– –By creating a saved filter of contacts who have multiple deals associated with them.– –By using the Deal Forecast to view the deals that are closest to closing and sorting them … Read more
–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 … Read more
–What’s an ideal customer profile?– –A checklist of the most basic attributes someone needs to have in order to be successful as your customer– –A detailed description of a customer who has purchased your product in the past– –A way of ranking the priority of your leads– –A standard report available on your sales dashboard–
–What is the meetings tool?– –A videoconferencing tool that you can use to talk with your contacts face-to-face.– –A calendar you can use to manage your daily tasks.– –A tool that sends an automated series of emails to your contacts.– –A tool that gives your contacts the ability to book time directly on your calendar.–
–What is a sequence?– –The steps of your sales process– –An automated series of emails and tasks– –A playlist of tasks that you can work through– –An outline to follow during a sales call–
–What does it mean for an email to be “tracked” inside of HubSpot?– –The email appears on the contact record.– –HubSpot will notify you if the email has been opened.– –HubSpot monitors which employees are sending the most emails.– –If the email doesn’t get a response, HubSpot will automatically send a second email.–
–True or false? When you add a note to a contact record, the content of the note automatically gets emailed to that contact.– –True– –False–
–True or false? The ability to add and remove columns on your contacts page is part of the free HubSpot CRM.– –True– –False–
–How Do You Record Emails In The CRM If You’re Using The HubSpot Sales Email Extension?– –Select the emails you want recorded and then click the “Save in CRM” button.– –Check the “Log in CRM” checkbox when you’re composing an email.– –All of your emails will automatically be recorded as long as the “Record My … Read more
–The internet has given buyers much more power to voice their opinions about the companies they buy from. As a salesperson, how can you use this change to your advantage?– –Focus on closing customers who will advocate for your brand and provide you with referrals.– –Use social media and other online tools to discredit people … Read more
–How Can You Share Saved Filters With Other Team Members?– –When saving your filters, you have the option of sharing the filters with everyone or with just your team.– –By adding a filter for HubSpot Owner and adding the team members you want to share the view with.– –By checking the “Invite team members” box … Read more
–How Can You Find All Of The Contacts Who Don’t Have A Value In A Particular Property?– –Add a filter for that property and set it to “Is Unknown.”– –Add a filter for that property and leave it blank.– –Don’t add a filter for that property.– –Add a filter for that property and enter “NULL” … Read more
–How Can Deals Help You Prioritize Your Contacts?– –Deals help you see a contact’s revenue potential.– –Deals help you see which contacts are closest to buying.– –You can create a saved filter of contacts based on how many deals they’re involved in.– –All of the above.–
–In HubSpot, which of the following is considered a contact?– –Prospects– –Qualified leads– –Customers– –All of the above–
–In HubSpot CRM, what’s the relationship between contacts and companies?– –A contact record can be associated with multiple companies.– –A contact record becomes a company record when you associate it with multiple people.– –A company record can be associated with multiple contacts.– –Contacts must be associated with companies, but companies don’t have to be associated … Read more
–If you’re enrolling a contact into a sequence and you see a warning that an email has low personalization, what happens when you click the warning?– –Nothing.– –HubSpot automatically personalizes the email for you.– –A help article with email best practices opens in a new window.– –HubSpot gives you a list of recommendations for improving … Read more
–If you need a report that isn’t included by default on the sales dashboard, what should you do first?– –Create a custom report that gives you the information you need.– –Look in the reports library for a report that provides the information you need.– –Export your data into a spreadsheet and create a report in … Read more
–Fill in the blank: A ___________ is a record used to track the progress of an individual sale.– –deal record– –deal stage– –deal pipeline– –deal forecast–
–Email Templates In HubSpot Sales Must Have All Of The Following EXCEPT:– –Name– –Recipient– –Subject– –Body–