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How to Successfully Set Up HubSpot CRM (The Tech Smart Boss Way)
Getting Started
Welcome
Signing Up and Overview

Migrate Existing Data
Importing Contacts
Importing Contacts w/ Custom Properties
Importing Companies w/ Custom Properties
Importing Deals

Configure To Your Business Process
Creating Custom Properties
Configuring Default Property Widgets
Setting up Team Views
Settings Overview
Configure Deal Stages (Coming Soon)

Configure Integrations
Integration Overview (Coming Soon)
Integrations with Zapier (Coming Soon)

Invite Your Sales Team
Adding Your Sales Team

Start To Use
Email Setup and Usage
Getting Started with Tasks
Task Queues
Dashboard Setup
Creating Deals (Coming Soon)

Explore Sales Pro Tools
Notifications (Coming Soon)
Templates (Coming Soon)
Documents (Coming Soon)
Messages (Coming Soon)
Meetings (Coming Soon)

Bonus Material
(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)

Getting Started with Tasks

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. 

 

Reference Links

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