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What’s the best way to create an end-of-the-month to-do list?

Below is the answer and explanation for 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 saved filter of contacts who have multiple deals associated with them.
  • By using the deal forecast to view the deals that are closest to closing and sorting them by the amount they’re worth. ✅
  • By using the deal board to see how many deals are near the end of your sales process.

Correct answer

By using the Deal Forecast to view the deals that are closest to closing and sorting them by the amount they’re worth. ✅

The above answer is related to HubSpot sales software certification. You can find all the updated questions and answers related to HubSpot sales software certification exam on the “Hubspot sales sofware certification answers” page. If you find any error or update in question or answers, do comment below and let us know. We will update the answers as soon as possible.

Learn more about HubSpot sales software certification exam: https://academy.hubspot.com/courses/hubspot-sales-software

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