Outside of the prospecting workspace, where can you find an expanded view of tasks and records?

CRM

Marketing

Sales

Service


Choose an option to see if it’s correct. Check the explanation below.

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Explanation: Outside of the prospecting workspace, where can you find an expanded view of tasks and records?


Explanation: The correct answer is "CRM." In most business management platforms like HubSpot, the Customer Relationship Management (CRM) section serves as a central hub where users can access and manage a wide range of customer-related data, including tasks and records. Unlike the more specialized sections like Marketing, Sales, or Service, which focus on specific aspects of the customer journey, the CRM provides a comprehensive view that encompasses all stages of the customer lifecycle. Within the CRM, users can navigate to various modules or sections to access expanded views of tasks and records associated with prospects, customers, and leads. This expanded view typically offers more detailed information and functionalities compared to what is available in other sections, allowing users to efficiently manage their tasks, track interactions, and nurture relationships across different stages of the customer journey. Therefore, the CRM is the appropriate location outside of the prospecting workspace to find an expanded view of tasks and records, making it the correct answer.
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