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

HubSpot Sales Software Certification Exam Answers – Questions & Correct Answers [100% Pass & Money Back Guarantee]

Answer

  • Add a note to the contact record.
  • Update the “Last Call” property on the contact record.
  • Use the notes area that appears during the call to type notes.
  • The call is automatically recorded, so notetaking is unnecessary.

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If you’re enrolling a contact into a sequence and you see a warning that an email has low personalization, what happens when you click the warning?

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Answer

  • Nothing
  • HubSpot automatically personalizes the email for you.
  • A help article with email best practices opens in a new window.
  • HubSpot gives you a list of recommendations for improving your email.

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There are several ways to create contacts. One way is to create contacts manually. All of the following are also ways to create contacts EXCEPT:

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Answer

  • Form submissions from your website.
  • Business card scanning through HubSpot’s mobile app.
  • Automatic contact creation from emails, if your inbox is connected to HubSpot.
  • The Slack integration.

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

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Answer

  • Favorite flavor of cake (a free-fill sample property)
  • Next activity date (the date of a contact’s next meeting or task, if any)
  • Form submission (the name of any form the contact has submitted from your website)
  • Last contacted (the date or time period a person last received contact from a member of your sales team)

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If you need a report that isn’t included by default on the sales dashboard, what should you do first?

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Answer

  • Create a custom report that gives you the information you need.
  • Look in the reports library for a report that provides the information you need.
  • Export your data into a spreadsheet and create a report in your favorite spreadsheet program.
  • Go to the reports marketplace and see if you can purchase the needed report.

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