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Questions and Answers
Which section of the HubSpot training covers navigating the system and understanding the data?
Which section of the HubSpot training covers navigating the system and understanding the data?
- HUBSPOT Training Navigating the System – Dashboard – Main Menu Toolbar (correct)
- HUBSPOT – Navigating the Platform Dashboard
- HUBSPOT Training Logging In and Navigation Overview
- HUBSPOT – Getting Started
Where can you find overall agency reports on current agents, applications in progress, and customer activities in HubSpot?
Where can you find overall agency reports on current agents, applications in progress, and customer activities in HubSpot?
- HUBSPOT – Getting Started
- HUBSPOT Training Navigating the System – Dashboard – Main Menu Toolbar
- HUBSPOT – Navigating the Platform Dashboard (correct)
- HUBSPOT Training Logging In and Navigation Overview
What should you do if you notice any information on a current customer in HubSpot that needs to be updated?
What should you do if you notice any information on a current customer in HubSpot that needs to be updated?
- Ignore it
- Update it yourself in HubSpot
- Email [email protected] (correct)
- Contact the customer directly
Who will already be synced in the HubSpot platform?
Who will already be synced in the HubSpot platform?
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When should you add contacts/customers to HubSpot?
When should you add contacts/customers to HubSpot?
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