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HubSpot Universal Guidebook
HubSpot Universal Guidebook
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Creating a Task from a Contact
Rachel Hyland
Last edited 311 days ago by Rachel Hyland.
From Contact
Click
Contacts
and then select
Contacts
from the drop-down menu.
Search for contact by name, phone number, email, or business & click the contact’s name to open the contact record.
Click the
Task
shortcut button to create and customize a task.
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