How to differentiate between pipeline follow-up and general outbound

Smart CRM & Sales Hub CRM
1

Hello, wondering if you could help me.

we have just started using HubSpot and on our previous CRM, we separated tasks for calls we needed to do on open deals and proactive calls that weren’t associated with a deal.

Does anyone have any advice on how to do this as we want to prioritise the calls awaiting action on deals if that makes sense!? Currently, we are just filtering by the task title but unsure if it is possible to filter by calls only associated with a deal.

thanks in advance!

2

Hey @SMelvin9 ,

This sounds like a great use case for task queues. Task queues organize tasks into groups that can be used when filtering tasks. You can find more information here: Task queues organize tasks into groups that can be used when filtering tasks.

Hope this helps,

Whitney


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