How to connect tasks to emails / contacts?

Nikkab
Member

Hi, 

 

How can I track all to-does and action points with a specific discussion with a contact?

E.g. I am trying to sell a product and would like to keep track of 1)my last communication with a contact and action point?

 

Thanks.

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Josh
Recognized Expert | Platinum Partner

@Nikkab,

 

There are a couple ways to go about this. I would use the tasks feature, of which you can access from an individual contact record...you can also get there with the tasks button at the top.

 

Once you are in the tasks section, you can associate each task with a specific company, contact, or deal. You can view this as a table, but if you are looking for a nice layout of what's done or on the radar, I like the board view.

 

A new feature is a task queue. You can add various tasks to the queue and it will allow you to organize better and improve efficiency. I haven't had much time to play around with this yet, but at first glance it appears to be a good feature.




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer