Field and Trade New Brand Placement Task Management

Log In To Hubspot.

In the top nab bar, Click on Sales --> Tasks

From here you can see all of the new brand placements from the sales team for you to follow up on.

To start acting on a task, hover your mouse over a task and click edit:

From here you can input notes relevant to the demo scheduling and collaborate with the sales rep. The only sections you need to manage are the notes section, priority level (at your discretion) and the check circle when the demo is done! For more information on the order, the manifest (currently CA only) will be in the notes section automatically for reference. Be sure to add onto this section any feedback from the retailer about the demo.

If you want to quickly complete a task, you can simply click the check circle on the home screen.