HCT HCT CRM & Contact Management 2 — Questions and Answers
Question 1: When teaching HubSpot CRM, what is the recommended best practice for managing duplicate contact records?
- Delete all duplicates manually each week
- Use HubSpot's built-in Manage Duplicates tool to merge them (Correct answer)
- Create a new property to flag duplicates
- Export and clean duplicates in Excel
Correct answer: Use HubSpot's built-in Manage Duplicates tool to merge them
HubSpot's Manage Duplicates tool automatically identifies likely duplicates and allows you to merge them, preserving the most complete data.
Question 2: A HubSpot trainer is explaining custom properties. Which of the following is a valid custom property field type in HubSpot CRM?
- Geolocation tracker
- Dropdown select (Correct answer)
- Real-time stock ticker
- Blockchain hash
Correct answer: Dropdown select
Dropdown select is one of HubSpot's supported custom property field types, allowing users to choose from a predefined list of options.
Question 3: What HubSpot feature allows a trainer to demonstrate associating a Contact with multiple Companies?
- Workflows
- Multiple Associations (Correct answer)
- Deal Pipelines
- Smart Content
Correct answer: Multiple Associations
HubSpot's Multiple Associations feature allows a single contact to be associated with more than one company record, reflecting real-world relationships.
Question 4: Which HubSpot CRM view shows a trainer the sequence of interactions logged for a specific contact over time?
- Reports dashboard
- Activity feed / Timeline (Correct answer)
- Deal board
- Property history
Correct answer: Activity feed / Timeline
The Activity Feed (Timeline) on a contact record shows a chronological history of all logged interactions including emails, calls, meetings, and notes.
Question 5: When instructing users on importing contacts into HubSpot, what file format is required by default?
- XLSX (Excel)
- CSV (comma-separated values) (Correct answer)
- JSON
Correct answer: CSV (comma-separated values)
HubSpot's contact import feature requires a CSV file format, with column headers mapped to HubSpot contact properties.
Question 6: In HubSpot CRM, what does 'original source' on a contact record represent?
- The first page a contact viewed on your site
- How the contact first came to be in your CRM database (Correct answer)
- The country from which the contact originated
- The first product the contact purchased
Correct answer: How the contact first came to be in your CRM database
The 'Original Source' property records how a contact first entered your HubSpot CRM, such as through organic search, direct traffic, or a social network.
HCT HCT CRM & Contact Management 2
When teaching HubSpot CRM, what is the recommended best practice for managing duplicate contact records?