Task and Activity Management

Staying organized is essential for managing leads, tracking customer interactions, and ensuring follow-ups don't slip through the cracks. HubSpot's Tasks and Activity Management tools help streamline these processes, making it easy to create tasks, log calls, and track communications all in one place.

Let's walk through how to create a task, associate it with a contact, and log interactions to ensure smooth lead management.

Step 1: Creating a Task in HubSpot

Tasks help keep track of important follow-ups and to-dos. Here's how to create one:

1. From your HubSpot dashboard, go to CRM > Tasks;
2. Click Create Task and enter a name—for example: "Follow Up with New Lead";
3. Select a Task Type: Call, Email, or To-Do;
4. Set a Priority Level: Low, Medium, or High (for urgent tasks);
5. Associate the task with a contact or a company, depending on whom you're reaching out to;
6. Assign the task to yourself or a team member;
7. Set a due date and schedule a reminder: choose a custom date or set a preset option (e.g., "Tomorrow at 9:30 AM");
8. Click Create to save the task.

📌 Your task is now logged, ensuring you won't forget to follow up!

Step 2: Tracking Activities and Logging Calls

After following up with a lead, it's important to log interactions so your team stays informed.

1. Open the contact's record in HubSpot;
2. Navigate to the Activities tab to see your recent interactions;
3. Click Log Call to record the conversation;
4. Fill in the call details, including:
   • Call Type: Inbound or Outbound;
   • Outcome: what happened during the call;
   • Notes: key discussion points;
5. Click Save, and the call will be stored in the contact's activity history.

📌 This ensures every interaction is documented for future reference!

Conclusion

By using Tasks and Activity Management in HubSpot, you can stay organized, follow up with leads efficiently, and maintain strong customer relationships. Whether you're setting reminders, logging calls, or tracking emails, these tools help improve efficiency and communication—so nothing gets overlooked.