True Or False? The Best Way To Define The Steps Of Your Sales Process Is To Figure Out The Actions You Have To Take To Move A Sale Forward.

    True Or False? The Best Way To Define The Steps Of Your Sales Process Is To Figure Out The Actions You Have To Take To Move A Sale…

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When Should You Create A Deal?

    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 deal…

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How Can Deals Help You Prioritize Your Contacts?

    How 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…

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True Or False? You Should Treat All Of Your Contacts As Equally Important To Your Sales Process.

    True 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…

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What’s The Difference Between The Deal Forecast And The Deal Board?

    What’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…

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What’s The Most Important Deal Property?

    What’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 you…

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What’s The Best Way To Create An End-Of-The-Month To-Do List?

    What’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…

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True Or False? Deal Information Is Automatically Displayed On The Contact Timeline.

    True 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…

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Where Can You See The Progress Of A Deal?

    Where 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…

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When Creating An Email Template In HubSpot Sales, How Would You Add A Personalized Closing Line? (“Looking Forward To Talking To A Fellow Cubs Fan,”)

    When 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…

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