How can you save the call and complete the task after finishing a call with a prospect in HubSpot?
- Save call and start task
- Close the calling pane
- Cancel the task
- Hang up and save call
Explanation: The correct answer is ‘Hang up and save call.’ In HubSpot, after finishing a call with a prospect, users can save the call and complete the associated task by selecting the option to ‘Hang up and save call.’ This action allows users to save any call notes or details captured during the conversation and automatically logs the call activity in the prospect’s record within the platform. By selecting this option, users can seamlessly transition from the call to completing the task associated with it, such as scheduling a follow-up or sending a personalized email. Additionally, saving the call within HubSpot ensures that all communication interactions with prospects are recorded and tracked centrally, providing users with valuable insights into their interactions and enabling them to effectively manage and nurture their relationships with prospects. Therefore, the statement accurately describes the process of saving the call and completing the task after finishing a call with a prospect in HubSpot, highlighting the platform’s functionality in facilitating efficient call management and task completion within the sales workflow.