Customer Relationship Management Administration and Configuration Questions
Hands on administration and configuration of customer relationship management platforms such as HubSpot or similar systems. Candidates should be able to discuss designing the data model and deal pipeline, creating and mapping custom properties, implementing field validation and duplicate prevention rules, building workflows and automation to enforce sales processes, configuring integrations using connectors and application programming interfaces, creating reports and dashboards, managing user roles and permissions, maintaining audit logs and change history, performing safe data imports and migrations, and operating test or staging environments. Also expected are approaches to change management, release governance, documentation and training to drive adoption and preserve data integrity across teams.
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