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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