Introduction to CRM with HubSpot
Graded Quiz: Test your Project understanding
Which of the following features are available on the HubSpot platform?
Correct! HubSpot has great marketing resources including ads, forms, and emails.
Correct! HubSpot has an awesome sales platform that allows you to create and track deals as they work through the pipeline.
Correct! HubSpot’s main CRM feature that is free forever is “Contacts” which allow you to input and store all of your business contacts.
Where do you go to add members to your CRM team?
Nice work! To add a new member to your CRM team, you need to navigate to settings, then users and teams, and finally click on the orange “Create User” button to add a team member.
Which of the following is an action option available in each contact’s profile? Select all that apply.
Awesome job! The “Task” option allows you to create an action items with details, deadlines, and reminders.
Awesome job! The “Log” option allows you to log any contact (phone, email, or meeting) you’ve had with the client.
Awesome job! The “Meet” option allows you to schedule a meeting with the client.
How can you create a deal on HubSpot? Select all that apply.
Great job! One way to create a deal is to add it using the “Create Deal” button on the “Deals” dashboard homepage.
You got it! One way to create a deal is to add it from the contact’s profile page. You can add it by clicking on “Add” next to the “Deals” section on the right of the contact’s profile.
When changing the contact’s personal information, it will automatically save.
Good job! When you change a contact’s personal information, you must click the “Save” button that will appear on the bottom of the screen in order for the information to save.
When previewing your marketing email, what preview options are provided?
Nice work! Yes, a cell phone preview of your marketing email is provided when previewing the marketing email.
Nice work! Correct, one of the preview options available on the marketing email preview is a web browser.
How do you navigate to your report dashboards? Select all that apply.
Awesome! Yes, one way to navigate to the reports dashboard is to click on the “Reports” dropdown menu and select “Dashboards” from the dropdown.
Awesome! Yes, in order to navigate to your report dashboards, simply click on the HubSpot logo.
When creating a report dashboard, you have the option to select and deselect any of the reports included in the templates.
Great job! You are correct, when creating a report dashboard, you have the ability to customize the templates by selecting and deselecting the reports included in each template. This will ensure you have a dashboard that meet all of your company’s needs.