This skill helps to walk you through How to Log a Call in Hubspot.
Note:
Ensure you have access to a subscription in Hubspot with sufficient privileges to perform the skill successfully.
Ensure that you are already logged in to your Hubspot account.
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1.
Open HubSpot on the Web.
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2.
Click on Contacts Drop-down.
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3.
Click on Contacts.
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4.
Click on the Next button in the Supervity Widget. Click on the Search bar and Type the Name of the Contact. Then, Click on the Contact.
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5.
Click on Ellipsis to see more options.
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6.
Click on Log a call.
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7.
Click on Call Outcome drop-down and select a Option. Once done, Click on Next button in Supervity Widget.
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8.
Click on Direction drop-down and select an Option. Once done, Click on Next button in Supervity Widget.
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9.
Click On Date and Select the Date for the Call. Once done, Click on Next button in Supervity Widget.
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10.
Click on TIme and Enter the Time of the Call. Once done, Click on Next button in Supervity Widget.
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11.
Click on Description and Enter the Description or Purpose of the Call. Once done, Click on Next button in Supervity Widget.
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12.
Click on Follow Up Drop-down and select the Follow up date. Once done, Click on Next button in Supervity Widget.
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13.
Click on Log activity.
