Tasks

The concept

Allocation

 

HubSpot’s tasks give a user a structure to following up on contacts.
Created through a manual or automated process - allocating the right tasks to the right people.

  • What is the target number of tasks to perform each day?
  • How will you track whether team members are ‘performing tasks’, not just completing them?
  • What should a team member be doing once they’ve completed their tasks for the day?

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