You can create and save specialized views for your Deals?
True
False
What are the ways we gather necessary information for the workbook?
Complete the farm Input Sheet
Interview the farmer
Ask Russell to dig around in HubSpot and figure it out
Create tasks in HubSpot to track information
Create notes in HubSpot with details (using @ mentions)
All of the above
We use tasks to track to track necessary next steps to drive a project to AFE?
True
False
You can see all of your tasks in one place and group them by what is late and upcoming?
True
False
The "Qualitative Staus" field on a Deal is used to detail the latest status of a project (one of 2 ways)?
True
False
When do we move a Deal into Teams?
When we have a workbook
When we make the deal in HubSpot
When we have a deliverable or presentation
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