How to record information and activity on deals
HubSpot Admin
|
19 steps
|
57 seconds
HubSpot
Tip! These activities can be created in Contacts, Companies, Deals or Tickets
1
Choose your record to work on. It can be Contact, Companies, Deals or Tickets.
2
Select your Record and Click "SOP Experts"
Adding Notes
3
Click "Notes"
4
Click "Create Note"
5
Type your Note Description/Comment and Click "Create note"
Logging emails
6
Click "Emails"
7
Click "Log Email"
8
Type your email body and Click "Log email"
Logging Calls
9
Click "Calls"
10
Click "Log Call"
11
Add your Call Notes, Outcome, Type, Direction and Click "Create a Logged Call"
12
Click "Log call" when done.
Creating tasks
13
Click "Tasks"
14
Click "Create Task"
15
Add a Title to your task, a description, assign it to someone, set a priority and a due date and Click "Create"
Logging Meetings
16
Click "Meetings"
17
Double-click "Log Meeting"
18
Select an outcome, a type, a date and time and a duration, then Click "Create a Logged Meeting"
19
Click "Log meeting"
