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How to use HubSpot Sales Tasks

Picture of Bart Kowalczyk
Bart Kowalczyk 9, April 2021

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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