5 Questions
Which section of the HubSpot training covers navigating the system and understanding the data?
HUBSPOT Training Navigating the System – Dashboard – Main Menu Toolbar
Where can you find overall agency reports on current agents, applications in progress, and customer activities in HubSpot?
HUBSPOT – Navigating the Platform Dashboard
What should you do if you notice any information on a current customer in HubSpot that needs to be updated?
Email [email protected]
Who will already be synced in the HubSpot platform?
Current agents/customers
When should you add contacts/customers to HubSpot?
Only if they are not already in HubSpot
Test your knowledge of HUBSPOT training by taking this quiz on navigating the system, understanding the data, logging in, and navigation overview. Challenge your understanding of the dashboard, main menu toolbar, company and contact views, agent lifecycle stages, and parent and child relationships.
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