Tags Hubspot sales software

How do you record emails in the CRM if you are NOT using the HubSpot Sales email extension?

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...

A playbook can include all of the following EXCEPT:

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...

If you send a tracked email to a contact and you get a notification saying they read it, when should you call them?

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...

Where’s the best place to go to find help docs and training videos about HubSpot tools?

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...

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

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...

What’s the most important deal property?

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...

What’s the best way to create an end-of-the-month to-do list?

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...

Which of the following is NOT a type of task in HubSpot CRM?

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...

When making a call from HubSpot CRM, what’s the best way to take notes during a call?

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...

How has the internet changed the relationship between buyers and sellers?

Below is the answer and explanation for how has the internet changed the relationship between buyers and sellers? How has the internet changed the relationship between buyers and sellers? Customers have more options for sharing their opinions of your company with other prospective buyers. Prospective buyers have more access to information about...