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:

When creating a custom view, how do you make it available to other team members?
Explanation: We will update later. sincerely thank

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)  “Don’t add more than one or two. Anything more than that will get too complicated and confusing.”

The correct answer is:

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?
Explanation: We will update later. sincerely thank

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 in CRM” checkbox when you’re composing an email.

How do you record emails in the CRM if you’re using the HubSpot Sales email extension?
Explanation: We will update later. sincerely thank

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

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?
Explanation: We will update later. sincerely thank

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 email.

The correct answer is:

Personalization tokens help save time and avoid mistakes, but aren’t enough on their own to make an email feel personalized.

Which of the following is the BEST description of the benefits of using personalization tokens?
Explanation: We will update later. sincerely thank

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 group, and lead flows on all of the pages in the other group.

It doesn’t matter which pages each tool is used on, as long as the tool is customized to match the pages it’s added to.

The correct answer is:

Put messages on any page talking about your company’s products or pricing, and put lead flows on all the other pages.  

Your marketing team wants to add lead flows and messages to your company’s website. Where should each tool be used?
Explanation: We will update later. sincerely thank

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 sales rep that will move a sale forward.

False. While it’s important to know the actions you must take at each stage of the sales process, it’s ultimately the buyer’s actions that move a sale forward.

False. A good sales process is flexible enough to be different for every contact.

The correct answer is:

False. While it’s important to know the actions you must take at each stage of the sales process, it’s ultimately the buyer’s actions that move a sale forward.

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.
Explanation: We will update later. sincerely thank

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