How to Create Tasks and Reminders for a Specific Contact in B2B Hub

Learn how to effortlessly create tasks and reminders for your contact records in B2B Hub with our step-by-step tutorial. Stay organized, never miss a follow-up, and efficiently manage your interactions.

Step 1: Accessing the Contact Record

• Start by logging into your B2B Hub account.

  

• Once you're logged in, navigate to the left-hand panel and click on "Leads." This is where you can access your contact list.

  

• Locate and click on the name of the contact for whom you want to create a task or reminder. This action will open the contact record detail screen.

  

Step 2: Adding a New Task

• On the right-hand side of the contact record detail screen, you'll find a dedicated area for tasks. Hover your mouse over the "Add a New Task" button until it turns green, indicating that you can click on it.

  

• Click on the "Add a New Task" button to begin creating your task or reminder.

Step 3: Task Details

• Start by giving the task a name that clearly describes what you need to do. For instance, you can write something like "Call James to close the deal and take the credit card."

  

• Optionally, you can set the task's priority. In this case, it's labeled as important and urgent, but you can customize the priority settings to suit your needs.

  

• Choose a due date for the task. You can set it for a specific date and time. In the example, the task is scheduled for a week from the current date, on the 13th, at 10 o'clock in the morning.

  

• Select the date and time that best aligns with your task, considering any prior agreements or commitments you may have with the contact.

Step 4: Saving the Task

• After filling in the task details, click the "Add New Task" button to save it. Once you do this, the task will appear on the right-hand side of the contact record, along with the start date and time.

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Step 5: Managing Tasks

• To mark a task as completed, hover over the task and click the tick button. This action moves the task to the "Done" section.

  

  
  

That concludes our tutorial on how to create tasks and reminders for a contact record in B2B Hub. This feature allows you to stay organized and ensures you never miss an important follow-up or commitment with your contacts!