Question:

When making a call from HubSpot CRM, what’s the best way to take notes during a call?

Answer:

  • Add a note to the contact record.
  • Update the “Last Call” property on the contact record.
  • Use the notes area that appears during the call to type notes.
  • The call is automatically recorded, so notetaking is unnecessary.

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What is a task queue?

A playlist of activities you can work through, one at a time. A filtered list of contacts that shows you the most important people to

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