Using the task function in HubSpot is a great way to stay on top of sales calls, follow ups etc.
The video shows you how to:
where to find your tasks
how to filter your tasks
how to see your new task notifications.
To create a new task for yourself -> simply click on the ‘create task’ button on the right hand side.
You can also watch the video to find out how to
how to create tasks (in a number of different ways including from your email)
how to assign tasks to your team members
how to see which tasks are already assigned to a contact.
Queues are a way to efficiently work through your tasks and to-do lists in HubSpot.
The system already comes with a number of pre-built queues e.g. Due today / Overdue etc. or you can personalise and create your own.
This video shows you how to:
find your queues
add / allocate tasks to the relevant queues
use the ‘start tasks now’ button for extra efficient and to power through your day
how to amend your tasks and see the progress.