|Importing Contacts w/ Custom Properties|
|Importing Companies w/ Custom Properties|
|Creating Custom Properties|
|Configuring Default Property Widgets|
|Setting up Team Views|
|Configure Deal Stages (Coming Soon)|
|Email Setup and Usage|
|Getting Started with Tasks|
|Creating Deals (Coming Soon)|
|Notifications (Coming Soon)|
|Templates (Coming Soon)|
|Documents (Coming Soon)|
|Messages (Coming Soon)|
|Meetings (Coming Soon)|
|(Podcast) 5 Essential Features You Must Have In Your Small Business CRM|
|Custom Property Use Case with Zapier (Coming Soon)|
|Importing and Syncing with PieSync (Coming Soon)|
For me, the Task area of HubSpot CRM is where I spend most of my time. When you are a small sales team, or even if you are large and just have a lot of accounts per rep, it's critical that follow up tasks don't fall through the cracks. Forgetting to follow up with a lead is a sure way to lose an opportunity.
HubSpot CRM has a great Task feature and they have improved it recently to allow you to create follow-up tasks very easily when you take certain actions on the Contact record.
In this module, we cover tasks and how to leverage it in your process.
HubSpot User Guide - "How to Use Tasks" https://knowledge.hubspot.com/getting-started-with-the-crm-and-sales/how-to-use-tasks
HubSpot Knowledge Article - "How to edit tasks" https://knowledge.hubspot.com/articles/kcs_article/tasks/how-can-i-edit-tasks-in-the-crm