HubSpot: Create Follow-Up Task

Please reference this support article to learn how to create a follow-up task in the CRM platform, HubSpot.

1. Login to HubSpot with the appropriate credentials. 
2. Within a Task, click on Tasks to create follow-up tasks/notes. Select Create Task.  
3. Complete the following fields:
   
   1. Task Name
   2. Due Date/Time
   3. Type
   4. Priority 
   5. Queue
   6. Assigned to
   7. Notes
      
4. Select Create.