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Items from calls to be posted as Tasks or under the Deals?
Hi everyone, hope all is well.
We just finished the integration of our app with Hubspot and I would like your opinion based on your experience so far on the following question:
We capture action items for hubspot users that are created during Customer calls & meetings (e.g: on Zoom). Is it better for the users to find these items:
I like this functionality! My opinion would be as a task vs a note. A note would be too easy to overlook and wouldn't be assigned an owner of the activity.
Josh
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Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer