HubSpot CRM Tutorial Questions

What is HubSpot CRM?

• HubSpot CRM is a social media management tool.
• HubSpot CRM is a project management software.
• HubSpot CRM is a free customer relationship management software that helps businesses manage customer interactions and data.
• HubSpot CRM is a video conferencing platform.

What are the advantages of the HubSpot CRM?

• No mobile access
• Limited customer support
• High cost of implementation
• User-friendly interface, integration with HubSpot tools, automation features, customizable dashboards, robust reporting capabilities.

What should you consider when choosing the right plan for HubSpot?

• Number of employees and industry type
• Business size, budget, marketing needs, features, and support level.
• Company location and size of the office
• Social media presence and website traffic

How do you sign up for HubSpot CRM?

• Download the HubSpot app from the App Store.
• Visit the HubSpot website and click 'Get started free' to sign up for HubSpot CRM.
• Call customer support to create an account.
• Join a HubSpot webinar to get access to CRM.

What is the first step in setting up your CRM?

• Connecting your personal email

• Adding team members

• Uploading contacts

• Setting permissions

How do you connect your personal email to HubSpot?

• By clicking the profile button

• By sending an email to support

• By using a third-party app

• By entering your email in the settings

What should you do after connecting your Gmail account?

• Check your email for a confirmation

• Log out of HubSpot

• Change your password

• Delete your account

What is the purpose of setting permissions for team members?

• To control access based on trust levels

• To allow everyone full access

• To make it easier to add contacts

• To limit email usage

What is the recommended method for uploading contacts into HubSpot?

• One by one using the add button

• Mass upload using a spreadsheet

• Using a third-party integration

• Emailing the contacts to support

What are the necessary fields for a contact in HubSpot?

• First name, last name, email address, phone number

• Company name, lead status, email address

• Phone number, address, email address

• First name, last name, company name