HubSpot Sales Software Exam
Questions and Answers7
Which of the following is NOT a type of task in HubSpot CRM? - ANSWERS -Follow up
What's the BEST way to add people from your saved filters into a task queue? - ANSWERS -
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.
When creating an email template to confirm a meeting with someone, how would you include
the time the meeting was scheduled for? - ANSWERS -Fill-in-the-blank areas
Fill in the blank: A ___________ is a record used to track the progress of an individual sale. -
ANSWERS -deal record
Which of the following is NOT a default contact property in HubSpot CRM? - ANSWERS -Favorite
flavor of cake (a free-fill sample property)
Which of the following Sales Hub tiers have access to workflows (HubSpot's automation
platform)? - ANSWERS -Sales Hub Enterprise only
What's an ideal customer profile? - ANSWERS -A checklist of the most basic attributes someone
needs to have in order to be successful as your customer.
True or false? In general, you should use the default options provided in the "Lead status"
property. - ANSWERS -False
, Which of the following is NOT a required part of an email template? - ANSWERS -The recipient's
email address
Which Sales Hub tool would you use to add your terms of service to a quote? - ANSWERS -
Snippets
A playbook can include all of the following EXCEPT: - ANSWERS -Live chat.
True or false? HubSpot Video is part of the quotes tool. - ANSWERS -False.
When creating an email template, how would you include the contact's name in the greeting? -
ANSWERS -Personalization tokens
When creating an email template, how would you include the contact's phone number? -
ANSWERS -Personalization tokens
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].") - ANSWERS -Fill-in-the-blank areas
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." - ANSWERS -Static
text
When creating an email template, how would you add a personalized closing line? - ANSWERS -
Fill-in-the-blank areas
What are deal stages? - ANSWERS -The important milestones a person has to pass in order to
become your customer.
Questions and Answers7
Which of the following is NOT a type of task in HubSpot CRM? - ANSWERS -Follow up
What's the BEST way to add people from your saved filters into a task queue? - ANSWERS -
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.
When creating an email template to confirm a meeting with someone, how would you include
the time the meeting was scheduled for? - ANSWERS -Fill-in-the-blank areas
Fill in the blank: A ___________ is a record used to track the progress of an individual sale. -
ANSWERS -deal record
Which of the following is NOT a default contact property in HubSpot CRM? - ANSWERS -Favorite
flavor of cake (a free-fill sample property)
Which of the following Sales Hub tiers have access to workflows (HubSpot's automation
platform)? - ANSWERS -Sales Hub Enterprise only
What's an ideal customer profile? - ANSWERS -A checklist of the most basic attributes someone
needs to have in order to be successful as your customer.
True or false? In general, you should use the default options provided in the "Lead status"
property. - ANSWERS -False
, Which of the following is NOT a required part of an email template? - ANSWERS -The recipient's
email address
Which Sales Hub tool would you use to add your terms of service to a quote? - ANSWERS -
Snippets
A playbook can include all of the following EXCEPT: - ANSWERS -Live chat.
True or false? HubSpot Video is part of the quotes tool. - ANSWERS -False.
When creating an email template, how would you include the contact's name in the greeting? -
ANSWERS -Personalization tokens
When creating an email template, how would you include the contact's phone number? -
ANSWERS -Personalization tokens
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].") - ANSWERS -Fill-in-the-blank areas
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." - ANSWERS -Static
text
When creating an email template, how would you add a personalized closing line? - ANSWERS -
Fill-in-the-blank areas
What are deal stages? - ANSWERS -The important milestones a person has to pass in order to
become your customer.
