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"
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"
