Tags CRM

True or false? When you change the displayed properties in the “About” section of a contact record, that change automatically carries through to all contact records in the CRM.

Below is the answer and explanation for true or false? when you change the displayed properties in the “about” section of a contact record, that change automatically carries through to all contact records in the CRM. True or false? when you change the displayed properties in the “about” section of a contact record, that change automatically carries through to all con...

What is a task queue?

Below is the answer and explanation for what is a task queue? What is a task queue? A playlist of activities you can work through, one at a time. ✅ A filtered list of contacts that shows you the most important people to focus on. A written list of goals you want to...

Which of the following Sales Hub tiers have access to workflows (HubSpot’s automation platform)?

Below is the answer and explanation for which of the following sales hub tiers have access to workflows (hubspot’s automation platform)? Which of the following sales hub tiers have access to workflows (hubspot’s automation platform)? The free hubspot CRM. Sales hub starter and above. Sales hub professional and above. ✅

True or false? Deal information is automatically displayed on the contact timeline.

Below is the answer and explanation for true or false? deal information is automatically displayed on the contact timeline. True or false? deal information is automatically displayed on the contact timeline. True. Updates are added to the contact timeline every time a deal they’re associated with moves to a new deal stage.

Which of the following is NOT a default contact property in HubSpot CRM?

Below is the answer and explanation for which of the following is not a default contact property in hubspot CRM? Which of the following is not a default contact property in hubspot CRM? Favorite flavor of cake (a free-fill sample property). ✅ Next activity date (the date of a contact’s next meeting or task, if any)....

What are deal stages?

Below is the answer and explanation for what are deal stages? What are deal stages? The important milestones a person has to pass in order to become your customer. ✅ The steps you need to take in order to close a deal. The process you need to go through in order to...

Email templates use personalization tokens to pull information from CRM properties into your emails, but you should also leave room to personalize every email you send. Why?

Below is the answer and explanation for Email templates use personalization tokens to pull information from CRM properties into your emails, but you should also leave room to personalize every email you send. Why? Email templates use personalization tokens to pull information from CRM properties into your emails, but you should also leave room to personalize every em...

True or false? If a lead flow only asks for a visitor’s email address, that’s enough information to create a useful record in the CRM.

Below is the answer and explanation for true or false? if a lead flow only asks for a visitor’s email address, that’s enough information to create a useful record in the CRM. True or false? if a lead flow only asks for a visitor’s email address, that’s enough information to create a useful record in the CRM. True. An email addre...

Which of the following is the easiest way to create a new contact record?

Below is the answer and explanation for which of the following is the easiest way to create a new contact record? Which of the following is the easiest way to create a new contact record? Logging emails in the CRM. ✅ Manually creating a contact record. Adding a conta...

What’s the difference between the deal forecast and the deal board?

Below is the answer and explanation for what’s the difference between the deal forecast and the deal board? 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 differen...
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