Start by creating follow-up tasks with the due date of when you need to follow up. You can set up tasks to remind yourself to call, email, do something (to-do). You can then go to Sales > Tasks > and then sort by due date. A Screenshot below:
This way you can easily organize your priorities for the day by completing the tasks you assign to yourself. You can also create and add tasks to "Queues" for further organization.
You can also use workflows to automate task creation based on your specific needs. I made a sample workflow which creates a reminder task to call someone 3 days after they had a successful phone call. However, there are a multitude of options to make it fit your needs.
Best, Stefani Johnson Defect and Database Administrator University of Advancing Technology uat.edu I Earn Tech Respect
Thank you for the screenshot, currently the property Next activity date cannot be added manually.
This property is the date of the next upcoming activity for a contact.
This is set automatically by HubSpot based on user actions in the contact record. This includes logging a future call, sales email, meeting, scheduling a future meeting, or scheduling a task to be done in the future.
I want to schedule a next activity date for contact and or company. How?
SOLVE
Thank you based on the article you sent I think I am limited to "logging" and event and then selecting a follow up date. Where would that date shou up in my list so I can sort the lis by next activity?
Start by creating follow-up tasks with the due date of when you need to follow up. You can set up tasks to remind yourself to call, email, do something (to-do). You can then go to Sales > Tasks > and then sort by due date. A Screenshot below:
This way you can easily organize your priorities for the day by completing the tasks you assign to yourself. You can also create and add tasks to "Queues" for further organization.
You can also use workflows to automate task creation based on your specific needs. I made a sample workflow which creates a reminder task to call someone 3 days after they had a successful phone call. However, there are a multitude of options to make it fit your needs.
Best, Stefani Johnson Defect and Database Administrator University of Advancing Technology uat.edu I Earn Tech Respect