TES Training — HubSpot Playground
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Module 3 — Practice & Play

Page 1 of 10 • Complete each page to unlock “Next”.
🎯 Welcome Back

This module reinforces Module 2 using short, fun mini-games. You’ll see quick explanations up top and a playful task below. Aim for 75%+ to pass.

  • Contacts & Lifecycle — who owns a contact and where they are in the journey.
  • Deals & Pipeline — how cards move from Contacted to Won.
  • Workflows — triggers and actions that automate follow-up.
  • Notes — write updates teammates can trust.
Press Next to start.
🧠 Learn — CRM Vocabulary

Match each term to its correct definition. Click the right answer for each question below.

🪜 Task — Choose the Correct Definition

1) Owner — refers to?

A) The person who created the HubSpot account
B) The teammate responsible for a record
C) The person who opens an email

2) Lifecycle — means?

A) The age of a product
B) How long a deal has existed
C) Position in the buyer journey (Lead → MQL → SQL → …)

3) Deal — is?

A) A revenue opportunity tracked through pipeline stages
B) A marketing email template
C) A saved contact filter

4) Workflow — best describes?

A) A team’s daily meeting
B) Automation of actions based on triggers
C) The order of company hierarchy
Validate
Hint: Think about how HubSpot automates and organizes data.
🧠 Learn — Timeline Order

In HubSpot, the record timeline shows everything in sequence. Put the events in the correct order.

🪜 Task — Order These Events
  • Intro email sent
  • Reply received
  • Discovery call booked
  • Proposal sent
Hint: Communication → Meeting → Proposal is a common flow.
🧠 Learn — Pipeline Progress

Deals move through stages. Jump obstacles to reach Closed Won. Press Space to jump.

🕹️ Game — Pipeline Jumper
Space = Jump
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🧠 Learn — Personalization Tokens

Tokens like [First Name] insert data from the record. Find all tokens in this email.

🔎 Task — Click All Tokens
Hi [First Name],
Thanks for your interest at [Brand Name]! I’d love to schedule a quick call for [Day].
You can reach me at [Sender Email].
— [Owner Name]
Hint: Look for text in square brackets.
🧠 Learn — Workflow Steps

Automations need the right actions enabled. Add the missing step so follow-ups send.

🪜 Task — Add the Missing Action
Wait 2 days
Send email
If no reply, create task
Current Workflow: Trigger: “Form submitted” → [ MISSING STEP ] → If no reply, create task
Hint: Without this, no email is sent.
🧠 Learn — Priority by Value & Urgency

Higher value and sooner due dates rise to the top. Sort the list from highest to lowest priority.

🪜 Task — Sort by Priority
  • UrbanBrew — $4,500 — due 12h
  • CalmNest — $1,800 — due 8h
  • GlowSkin — $3,500 — due 48h
Tip: Click an item to select, then click another item to swap positions.
Hint: Value matters, but urgent deadlines matter too.
🧠 Learn — Remove Duplicates Fast

Duplicates break reporting and deliverability. Click all duplicates before the timer ends.

⏱️ Game — 30s Duplicate Clean-up
Time: 30s
Found: 0/8
🧠 Learn — Trustworthy Notes

Good notes include who you spoke with, what happened, and a clear next step with date.

🪜 Task — Pick the Best Note
“Chatted with someone. Will circle back.”
“Spoke with UrbanBrew (Linda). They want pricing. Next: send proposal by 11/15, follow up Tuesday.”
“Looks good!”
Hint: Include who, what, and a dated next step.
✅ Module Score

You must score at least 75% (≥ 68/90) to pass.

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