HCT CRM & Contact Management Flashcards
6 cards from real HCT practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 6 HCT CRM & Contact Management flashcards as text
When teaching HubSpot CRM, what is the recommended best practice for managing duplicate contact records?
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.
A HubSpot trainer is explaining custom properties. Which of the following is a valid custom property field type in HubSpot CRM?
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.
What HubSpot feature allows a trainer to demonstrate associating a Contact with multiple Companies?
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.
Which HubSpot CRM view shows a trainer the sequence of interactions logged for a specific contact over time?
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.
When instructing users on importing contacts into HubSpot, what file format is required by default?
Answer: CSV (comma-separated values)
HubSpot's contact import feature requires a CSV file format, with column headers mapped to HubSpot contact properties.
In HubSpot CRM, what does 'original source' on a contact record represent?
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.