HubSpot: Reviewing Assigned Tasks

Please reference this support article to learn how to review an assigned task in the CRM platform, HubSpot.

1. Login to HubSpot with the appropriate credentials. 
2. From the homepage, mouse over the Sales tab and select Tasks. 
3. Review Current, Overdue, and Upcoming tasks.
   1. Tasks should be reviewed by the center team on an hourly basis.
   2. High Priority Tasks should be completed within 2 hours of task creation.
   3. Med/Low Tasks should be completed by EOD each day.
4. Ensure that all tasks are scheduled to be completed by Department Managers and GSRs through the Daily CRM Planner.