Fairly new to HubSpot - what is the most efficient way to remind myself to call someone back after "logging a call" entry inside the contact record? Do I have to make an entirely seperate task reminder? Seems like there would be a more efficient way?
The most efficient way to remind yourself to call someone back in HubSpot is to create a follow-up task directly while logging the call. Simply check the "Create a task to follow up" box in the activity editor, set a due date, and click "Log activity" to automatically create the task, keeping the process streamlined within the contact record.
Alternatively, you can use custom properties and workflows for automated follow-up reminders. Create a "Follow-Up Date" property, update it during call logging, and set up a workflow triggered by "Follow-Up Date is today" to send notifications or create tasks. Both methods are effective, and you can refer to the guide below for detailed instructions: https://knowledge.hubspot.com/tasks/create-tasks
