HAC HubSpot Administrator CRM Management & Optimization 3

Question 1

An admin wants to give a sales rep access to view contacts but not edit them. Which permission setting achieves this at the most granular level?

Accepted Answer

Set CRM object permissions to 'View Only' for contacts

Answer

HubSpot's CRM object permissions include granular options like View, Edit, Delete, and Communicate, so setting contacts to View Only achieves this.

Question 2

A company creates a custom CRM object called 'Projects'. To associate Projects with Contacts, what must the admin configure?

Accepted Answer

An association definition between the Projects object and Contacts

Answer

Associations between custom objects and standard objects must be explicitly defined in the custom object's schema setup.

Question 3

Which HubSpot tool allows an admin to see a log of all property value changes for a specific contact, including who made the change?

Accepted Answer

Property history

Answer

The property history feature on a contact record shows every value change for each property along with the source and timestamp.

Question 4

A deal pipeline has 6 stages. The admin wants deals that stay in 'Proposal Sent' for more than 14 days to automatically notify the deal owner. What should the admin build?

Accepted Answer

A deal-based workflow triggered by time since last stage change

Answer

A deal-based workflow can use the 'time in stage' or 'last modified date' as a trigger delay to send internal notifications after 14 days.

Question 5

When importing contacts via CSV, which field does HubSpot use by default to deduplicate records and avoid creating duplicates?

Accepted Answer

Email address

Answer

HubSpot uses email address as the primary deduplication key when importing contacts, matching or updating existing records by email.

(HAC) HubSpot Administrator Certification Practice Test

(HAC) HubSpot Administrator Certification Practice Test

HAC HubSpot Administrator CRM Management & Optimization 3