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how to use sales tasks in hubspot
4 min read

How to use HubSpot Sales Tasks | AutomateNow

Research shows that over 80% of sales require 5-10 follow-up phone calls and other tasks after the meeting. Nearly half of them are giving up after first 1-2 follow ups. HubSpot offers great free tool called tasks that will empower your sales. 

 

How to use HubSpot Sales Tasks? Key takeaways 

  • Tasks are associated with contacts, companies, or deals in HubSpot CRM.
  • 
A task could take the form of "Call Bart," "Email AutomateNow," or "Follow up with Deal X." 

  • Tasks have due dates. 

Tasks are designed to be executed on a certain day. 

Tasks are assigned to owners.
  • Make each task as simple and actionable as possible, e.g. Write LinkedIn post
  • Shifting between challenging and simple tasks
  • Add everything, I mean everything!
  • Set Task Deadlines
  • If something’s not working, update your to-do list accordingly

This webinar is useful for business owners and sales managers who consider HubSpot to automate sales.

Type of content: Webinar Recording

Date: 9 April 2021
Duration: 60 min
Language: English

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I specialize in optimizing the buyer's journey, providing top-notch sales enablement training, spearheading new business development, orchestrating engaging events, and sharing insights through podcasts. My mission is to drive growth, enhance customer experiences, and empower sales teams to excel. Let's elevate your business together.