How To Use HubSpot For Sales
- George Apostolov
How To Use HubSpot For Sales: step-by-step guide
Navigate to Sales>Tasks.
Click on Create task.
Give a Title and define the Priority of the task.
Set Reminder before the event and provide a Due date.
Click on Create.
Select the task checkbox.
Click here to mark the task complete.
Once you clear your task, you get a prompt saying You're all caught up on tasks.
Quick answer: To manage sales tasks in HubSpot, navigate to Sales and Tasks, create a new task by entering a title and priority, set a reminder and due date, and click create. Afterward, select the task checkbox to mark it complete and view the confirmation prompt.
About this HubSpot tutorial
Streamline your sales workflow in HubSpot by creating, prioritizing, scheduling, and completing your daily tasks efficiently. This guide shows how to use HubSpot For Sales in 8 steps, starting with "Navigate to Sales>Tasks" and finishing with "Once you clear your task, you get a prompt saying You're all caught up on tasks". The interactive demo above is a click-through copy of the real HubSpot interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to use HubSpot For Sales?
8 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your HubSpot data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under HubSpot. Related guides: HubSpot AppSheet Integration, HubSpot Framer Integration and How to Sync HubSpot CRM Data to Klaviyo. Last reviewed 05 Oct 2026.
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