Tags software certification exam

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...

There are two main differences between forms and lead flows. One is that forms are embedded on the page while lead flows appear on top of the page. What’s another difference?

Below is the answer and explanation for there are two main differences between forms and lead flows. One is that forms are embedded on the page while lead flows appear on top of the page. What’s another difference? There are two main differences between forms and lead flows. One is that forms are embedded on the page while lead flows appear on top of the page. What’s...

When creating an email template in HubSpot Sales, how would you include the time the meeting was scheduled for? (“3 p.m.”)

Below is the answer and explanation for when creating an email template in hubspot sales, how would you include the time the meeting was scheduled for? When creating an email template in hubspot sales, how would you include the time the meeting was scheduled for? Personalization tokens. Fill-in-the-blank...

When creating an email template in HubSpot Sales, how would you include the contact’s phone number? (“(888) 482-7768”)

Below is the answer and explanation for when creating an email template in hubspot sales, how would you include the contact’s phone number? When creating an email template in hubspot sales, how would you include the contact’s phone number? Personalization tokens. ✅ Fill-in-the-blank areas.

Which of the following is NOT a required part of an email template?

Below is the answer and explanation for which of the following is not a required part of an email template? Which of the following is not a required part of an email template? A name for the template. An email subject line. The body of the email. The recipient’s email address. ✅ Correct answer

When creating an email template to schedule a meeting with someone, how would you add a description of the topics the meeting was supposed to cover? For example, “I’d love to find a time to dive deeper into [insert topic here].”)

Below is the answer and explanation for when creating an email template to schedule a meeting with someone, how would you add a description of the topics the meeting was supposed to cover? For example, “I’d love to find a time to dive deeper into [insert topic here]. When creating an email template to schedule a meeting with someone, how would you add a description o...

You see that a particular company has visted your website several times in the past few days, so you decide to call them. A receptionist answers the phone. Which of the following would be the BEST way to proceed?

Below is the answer and explanation for you see that a particular company has visted your website several times in the past few days, so you decide to call them. A receptionist answers the phone. Which of the following would be the best way to proceed? You see that a particular company has visted your website several times in the past few days, so you decide to call...

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...

True or false? You should treat all of your contacts as equally important to your sales process.

Below is the answer and explanation for true or false? you should treat all of your contacts as equally important to your sales process. True or false? You should treat all of your contacts as equally important to your sales process. True. The most important thing is to make sure your contacts feel like they’re your only contact.

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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