In the board view of HubSpot’s deals tool, what should you do to progress a deal from one stage to another?

Navigate to a new tab for each stage transition

Drag and drop the deal within the same column

Update the deal's close date in the preview pane

Click Show Insights and then Save View


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

Want to Earn All HubSpot Certifications in No Time?

Then check out our exclusive 👉 HubSpot Special Offer All in One!. This comprehensive package includes questions, answers, and detailed explanations for each Hubpot certification. Get everything you need to achieve success faster.

Explanation: In the board view of HubSpot’s deals tool, what should you do to progress a deal from one stage to another?


Explanation: The correct answer is "Drag and drop the deal within the same column." In the board view of HubSpot's deals tool, to progress a deal from one stage to another, users simply need to drag and drop the deal card within the same column corresponding to the desired stage transition. This intuitive drag-and-drop functionality enables users to visually move deals across different stages of the sales pipeline, providing a simple and efficient method for managing deal progression. By dragging the deal card to the appropriate column representing the next stage in the sales process, users can update the deal's status seamlessly without the need to navigate to separate tabs or screens. This streamlined workflow enhances user experience, improves workflow efficiency, and ensures that deals are accurately tracked and managed within the sales pipeline. Therefore, the statement correctly identifies the action required to progress a deal from one stage to another in the board view of HubSpot's deals tool, highlighting the platform's user-friendly interface and intuitive design for managing sales activities and deal lifecycles.
HubSpot Roll Special Offer

Special Bundle Offer HubSpot Roll. All in One

Note: We conduct daily checks for updates on the exam, ensuring that the file contains the most recent questions from the actual certification program.

Questions | Answers | Explanations. FREE Updates.

You may also be interested: