Below is the answer and explanation for which of the following is true about an email template’s name?
Which of the following is true about an email template’s name?
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 onl...
Below is the answer and explanation for how do you record emails in the CRM if you are NOT using the hubspot sales email extension?
How do you record emails in the CRM if you are not using the hubspot sales email extension?
Add your portal’s BCC address to the BCC line of your emails. ✅
Cop...
Below is the answer and explanation for a playbook can include all of the following except:
A playbook can include all of the following except:
Videos and images.
Written instructions.
Live chat. ✅
Interactive buttons.
Correct answer
Live chat. ✅
The above...
Below is the answer and explanation for if you send a tracked email to a contact and you get a notification saying they read it, when should you call them?
If you send a tracked email to a contact and you get a notification saying they read it, when should you call them?
As soon as you see the first notification. ✅
After...
Below is the answer and explanation for where’s the best place to go to find help docs and training videos about hubspot tools?
Where’s the best place to go to find help docs and training videos about hubspot tools?
Community.hubspot.com.
Academy.hubspot.com. ✅
Supp...
Below is the answer and explanation for how do you record emails in the CRM if you’re using the hubspot sales email extension?
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 e...
Below is the answer and explanation for what’s the most important deal property?
What’s the most important deal property?
Deal name, because you have to know this in order to find the deal in the CRM.
Contact, because if you forget to add the contact, the deal will be meaningless.
Close d...
Below is the answer and explanation for what’s the best way to create an end-of-the-month to-do list?
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 assoc...
Below is the answer and explanation for which of the following is not a type of task in hubspot CRM?
Which of the following is not a type of task in hubspot CRM?
Follow up. ✅
Call.
Email.
To-do.
Correct answer
F...
Below is the answer and explanation for when making a call from hubspot CRM, what’s the best way to take notes during a call?
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 appe...