- You can filter your contacts based on how active they are in the buying process.
- You can filter your contacts based on how recently you’ve contacted them.
- It ensures that the Deal Forecast will be as accurate as possible.
- You can set reminders for yourself to follow up.
When making a call from HubSpot CRM, what’s the best way to take notes during a call?
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