Certification Answers

What’s the best way to create an end-of-the-month to-do list?

  1. By creating a saved filter of contacts who haven’t been followed up with recently.
  2. By creating a saved filter of contacts who have multiple deals associated with them.
  3. By using the Deal Forecast to view the deals that are closest to closing and sorting them by the amount they’re worth.
  4. By using the Deal Board to see how many deals are near the end of your sales process.

Correct Answer:

  • By using the Deal Forecast to view the deals that are closest to closing and sorting them by the amount they’re worth.

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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