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Hubspot CRM: Tasks
Identify incident, contain threat, investigate root cause
Logging In
Go to https://app.hubspot.com
Log in with your assigned Housing Condito email and password.
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 / ListingSave & check off when completed
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