How do things get tagged Needs Action or Needs Followup?SOLVE
I'm new to Hubspot CRM and must admit that so far I'm finding it one of the most user-unfriendly pieces of software I've used in a long time. I want to identify and track a subset of my contacts that I'm focusing on for business development. I love the gmail extension but find that the filter choices are limited, and I'm not sure how something makes it to the list. For example, I have perhaps hundreds of contacts that appear when I filter by "Needs Followup". Why are they on that list? I have only 3 that appear when I filter by "Needs Action" Why are they on that list and how can I add someone or change that status?
If anyone knows the answers to these
1) How to effectively filter to a focused list for bd in the gmail extension?
2) How to add, remove or change the Needs Action or Needs Followup status
3) Where can I find some kind of a users guide? (searching the help center just took me down a time sucking rat hole)
Thanks in advance
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