Certification Answers

How do you record emails in the CRM if you are NOT using the HubSpot Sales email extension?

  1. Add your portal’s BCC address to the BCC line of your emails.
  2. Copy the body of the email and paste it into a note in the CRM.
  3. Use the CRM’s “import” feature to import the messages into the CRM.
  4. You cannot record emails in the CRM without using the email extension.

Correct Answer:

  • Add your portal’s BCC address to the BCC line of your emails.

The HubSpot Sales Software Certification demonstrates your ability to execute an inbound sales process using HubSpot CRM and Sales Hub. Organize your records in HubSpot CRM to identify the best contacts to reach out to. Get the most out of your Sales Hub tools when making contact with your leads. Use HubSpot CRM deals in combination with your Sales Hub tools to close more sales.

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