HubSpot Sales Software Exam

You can do all of the following with the meetings tool EXCEPT:

Access your prospect's calendar to check their availability.

What is a sequence?

An automated series of emails and tasks

What's an ideal customer profile?

A checklist of the most basic attributes someone needs to have in order to be successful as your customer.

When you send a tracked email, you receive a notification every time the email is opened. You can receive these notifications in all of the following ways EXCEPT:

A phone call, if you're using HubSpot's virtual secretary.

What is a task queue?

A playlist of activities you can work through, one at a time.

You can set a due date when you create a task. What happens when the due date arrives?

A reminder email is sent to the person the task is assigned to.

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

After getting three or four notifications.

What information shows on the timeline of a company record?

All of the interactions you've had with any contact at the company.

How do chatbots qualify leads?

By asking website visitors a series of questions and taking different actions based on their answers

What's the BEST way to add people from your saved filters into a task queue?

Check the boxes next to each person and bulk-create a task for all of them. As you create the task, be sure to select the appropriate queue.

Where can you send a tracked email from?

Contact, company, and deal records A Gmail or Outlook inbox HubSpot's mobile app All of the above

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 your company and products. Sellers can better leverage the voices of happy customers to resolve the concerns of potential buyers. All of the above

All of the following are default reports in HubSpot CRM EXCEPT:

Deal revenue leaderboard.

True or false? In general, you should use the default options provided in the "Lead status" property.

False

True or false? When you add a note to a contact record, the content of the note automatically gets emailed to that contact.

False

True or false? HubSpot Video is part of the quotes tool.

False.

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

Favorite flavor of cake (a free-fill sample property)

When creating an email template to confirm a meeting with someone, how would you include the time the meeting was scheduled for?

Fill-in-the-blank areas

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].")

Fill-in-the-blank areas

When creating an email template, how would you add a personalized closing line?

Fill-in-the-blank areas

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

Follow up

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?

HubSpot gives you a list of recommendations for improving your email.

A playbook can include all of the following EXCEPT:

Live chat.

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

Look in the reports library for a report that provides the information you need.

Which of the following is NOT an option with the Slack integration?

Making recorded phone calls

Where do your team's interactions (phone calls, emails, etc.) with contacts appear inside HubSpot CRM?

On the contact's timeline

When creating an email template, how would you include the contact's name in the greeting?

Personalization tokens

When creating an email template, how would you include the contact's phone number?

Personalization tokens

Which Sales Hub tool would you use to add products to a deal?

Products

Which Sales Hub tool would you use to send a quote to a prospect?

Quote

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

Sales Hub Enterprise only

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

Which of the following can you do with HubSpot's mobile app?

Scan business cards to create new contacts. Manage your deals and tasks. Respond to live chats from your website. All of the above

If you don't have access to the playbooks tool, which free Sales Hub tool would be your best choice for inserting an outline into your call notes?

Snippets

Which Sales Hub tool would you use to add your terms of service to a quote?

Snippets

When creating an email template, how would you add the next steps? For example, "If you'd still like to talk about this, please let me know the best time to reach you."

Static text

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:

The Slack integration.

What are deal stages?

The important milestones a person has to pass in order to become your customer.

Which of the following is true about an email template's name?

The name is only visible internally, so it should be whatever makes the most sense to you and your team.

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

The recipient's email address

If you enroll a person in a Sequence, what happens when they respond?

The sequence automatically terminates.

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?

To provide more value to your prospect To include relevant details from other conversations you've had To make sure the email addresses the recipient's specific needs All of the above

True or false? Changing the properties listed on one contact record will change the way properties are listed on every contact property you view.

True

True or false? You should customize an email template every time you send it out.

True. The template is a starting point, but every email you send should be customized for the contact you're sending it to.

Which of the following is a best practice when sending emails as part of your task queue?

Use the email scheduling tool to make sure your emails will be delivered at a time that's convenient for your contacts.

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

Use the notes area that appears during the call to type notes.

Which of the following is the best description of how to filter records in HubSpot CRM?

You can filter the records you have access to in real time based on values contained in their contact properties.

What can you use the documents tool for?

You can use it to share a document with your contacts and get insights into how they interact with it.

Fill in the blank: A ___________ is a record used to track the progress of an individual sale.

deal record