What are deal stages?
The important milestones a person has to pass in order to become your customer. The steps you need to take
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When should you create a deal?
Any time you successfully make contact with a person. Any time a contact completes the action described by the first
Read moreHow can deals help you prioritize your contacts?
Deals help you see which contacts are closest to buying. Deals help you see a contact’s revenue potential. You can
Read moreTrue or false? You should treat all of your contacts as equally important to your sales process.
• True. The most important thing is to make sure your contacts feel like they’re your only contact. • True.
Read moreWhat’s the difference between the deal forecast and the deal board?
“Deal forecast” and “deal board” are two different names for the same thing. They are essentially the same, but they’re
Read moreWhat’s the most important deal property?
Deal Name, because you have to know this in order to find the deal in the CRM. Contact, because if
Read moreWhat’s the best way to create an end-of-the-month to-do list?
By creating a saved filter of contacts who haven’t been followed up with recently. By creating a saved filter of
Read moreTrue or false? Deal information is automatically displayed on the contact timeline.
• True. Updates are added to the contact timeline every time a deal they’re associated with moves to a new
Read moreWhere can you see the progress of a deal?
On the deal record On the timeline of any contact or company associated with the deal On the Deals page
Read moreWhen creating an email template in HubSpot Sales, how would you add a personalized closing line? (“Looking forward to talking to a fellow Cubs fan,”)
Personalization tokens Fill-in-the-blank areas Static text None of the above
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