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Hubspot CRM: Tasks

Identify incident, contain threat, investigate root cause


Logging In

  1. Go to https://app.hubspot.com

  2. Log in with your assigned Housing Condito email and password.

  3. Use the main navigation bar to switch between CRM, Marketing, Reporting, and Library.

We categorize tickets into:

  • CV Ketel inspections

  • Incasso

  • Move Out

  • Viewings

  • Internal meetings

Create a New Ticket

  • Go to Sales > Tasks

  • Click “Create Task”

  • Fill in:
    - Title
    - Due Date & Time
    - Priority
    - Assign to a team member
    - Link to relevant Contact / Deal / Listing

  • Save & check off when completed


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