--- title: The Lazy Salespersons’ Cheat Sheet to using HubSpot FOR Sales description: Discover time-saving tips for lazy salespeople using HubSpot Sales. From managing tasks to tracking emails, streamline your workflow efficiently with these tools and features. Explore how to enhance productivity and customer engagement effortlessly. image: https://lh4.googleusercontent.com/q30_clsAajps_F91uGgbHzHHQQM3guRBDKDOsOyf7rQruAFAM30BxfqA48d3rrBwwrWMKqgP89briYX7Hyj7Ioukv149Ij8oz5sE7hWwr779uVgdz3YApK9G1ztoTZME9WiLsHh0 --- ![](https://lh4.googleusercontent.com/q30_clsAajps_F91uGgbHzHHQQM3guRBDKDOsOyf7rQruAFAM30BxfqA48d3rrBwwrWMKqgP89briYX7Hyj7Ioukv149Ij8oz5sE7hWwr779uVgdz3YApK9G1ztoTZME9WiLsHh0) [Ian Jacob](https://www.searchandbefound.com.au/get-found-online/author/ian-jacob)1 min read # The Lazy Salespersons’ Cheat Sheet to using HubSpot FOR Sales [Previous ](https://www.searchandbefound.com.au/get-found-online/nailing-sales-targets-benefits-of-hubspot-for-construction-crm-software) [Next ](https://www.searchandbefound.com.au/get-found-online/why-most-hubspot-problems-arent-hubspot-problems) The Lazy Salespersons’ Cheat Sheet to using HubSpot FOR Sales 1:33 ## Meetings Save time chasing people and let them [choose a time](https://www.searchandbefound.com.au/meetings/ianjacob/hubspot-session-with-ian)! ![](https://lh4.googleusercontent.com/q30_clsAajps_F91uGgbHzHHQQM3guRBDKDOsOyf7rQruAFAM30BxfqA48d3rrBwwrWMKqgP89briYX7Hyj7Ioukv149Ij8oz5sE7hWwr779uVgdz3YApK9G1ztoTZME9WiLsHh0)   ## Tasks Setting the right type so you efficiently work through your tasks Seems like an odd thing on the surface but will save you a bunch of time! ![](https://lh4.googleusercontent.com/VcPukn_1DWY-g8EwMus2pVVMH8_kxPkSil5tB4jA1UnaeJLd9R5u1M2KNnOhiyeB85hJDnaCBA47Hd2aImotvFrNuqCSP_kIYnJw-kUO4gZJC9z70cQ2ZfvzXctdHUkBFP2Bd5T8) ## Inbox connection to track and log emails - Office 365 / Google Mail ![](https://lh4.googleusercontent.com/MHevnWF9cU62JcUF14nAWLAGlMtjJZtpMH6cP-68rnC__RszrasPKGgvT3TzjbVOivXFMzIwVZ_8U5dXUqiWT_P_w8AgnJDxcasGrNL7WdTxh9QmOM9nSB3c9uw6iO7BGPGCExXq) ### Lead/customer revisit notifications  Know when the contacts you own come back to your website! ![](https://lh6.googleusercontent.com/gUINVt2QZ82QnIkgjp9As28smSAHiR5JJf_RNTbeYV18sTHoWSa5PIaBlIVJpMIWgARPucXoeTynz8MjzsdKtl0iZAen-WrsZlT7ISMFE5Hb80LisnnvsKdwZBRLiCDzj8J6yGHH) ### Task queues  Efficiently manage your workflow and never forget to follow up with contacts In this example, I have 3 queues and 2 of them are shared with other members of our team.  This is good especially for teams that work at different times to make sure everything is actioned. ![](https://lh6.googleusercontent.com/prZDakCs0OEaStnSZTG5KGkWkvWo1Gar_bhsXbieiQg7VUoPRauzhzsoKewgeqbtx60NzTGl12I9dVfJv27W_7xRgxQDbB9q0c-e5DzPNUNNdGeLeRM8gr8FFjODLiy5C4M2us_i) ### Documents Manage documents you use in one place and not have to keep attaching them in emails, plus you can see which pages are being viewed ![](https://lh3.googleusercontent.com/MM6WCHaBM34ngsVeoirDy_0v35bFgvECb165-KHBbfWEMpQ5x2XI_SeUbr4NL3X53YJ2Y8d2KfMRzoVxXhCKg17mXACgy9mLtliwuJW-7SGCCrE45gokzxrzUUvh4rHyguVCgBEl) ### Snippets Do less typing and use it everywhere from email to notes and meetings. ![](https://lh5.googleusercontent.com/wx1NyS82SOEFcFZBbpMZhIDTCgQA6JDc2gQRSIiODXGIWoPpVXv6oPxLmNxFm7zpNriE3nuwGgptDfP7wDp3szDymASibITQ2gnCjeatlHEwZ8sla0-SCGPbUzZStiF94e4CnvFm) Also, you can use “# and 2 characters to find your snippet” ![](https://lh4.googleusercontent.com/SVRToKhqr7Eh7nHcwobT3ZGRIL_xyg7oyCcKulV9qWMDyy4tEo8vRUlb5MDXc24M9g-0yv9bVnmG-gsiqFsl7NDEipCQGeDEIgHYImE0oUYh4-kYWfT3rjSe7LvT4nGpDT5vsjs2) ### Templates Speed up the response to people in a personal way using data that is in HubSpot. ![](https://lh6.googleusercontent.com/PoQWZtbJ0vRLqT3rI6nN_0l6s3bu3wFZSWnAdSUuIwIdN4CuJny6C1niVLOFwvjzkGOP6wlqO5UwwC2jE_wN5mABkIX2gwJuvlSPIs6xPuUhgWJjZKBe6kbBSPXxPSWfsNFxJj_j) ### Sequences This is where you set and let the system send the follow-up!![](https://lh3.googleusercontent.com/0FbAaX-hSAApfFLbjZHDKvwwErHEyNrm-BmMJVdhxBHkgLahEXMjI-8OHepwWQ1cQZtQD4Xlx0ullZ2p8Cfpgungmf9juBoyuo7W4TXIyAHg9uC4BPTuxT0UshxdZx8ocUY3KXrS) ### Calling Mobile app for calling or using HubSpot calling from your browser so calls get logged automatically and you can add notes while you speak. ![](https://lh3.googleusercontent.com/CkY3bkkoPjh_mdc0Uy1ZO17MIqLAt9aGxmaBXijD5hC38AGb7-7X9AiJixCp2xghI9XmPLM1f3cpQQVeU6pSJsHFXlV5H5he1OXpsQ-dpRyLoFcGiVmLrBGRPX6no41j9SwGa7eW)![](https://lh5.googleusercontent.com/E0nLZb8tnVxUrWO6UmRVrO6iTj4LwmdFW-knEAHKy52d_y9mVthF9T3S-eUoU3tNsluwyRFw1ky1rrbA4J8hNoTikuUOkWsSG8hchxyqhJv5HnaucqSh9b-jYUA1GdD0-2dNlJP6) ### Reporting So you don’t waste 2+ hours putting this together weekly to send to management.   ### ![](https://lh6.googleusercontent.com/xeEEm3neX3tC07vPHtFGyyOZtLksyrW0TCk6nAMptvsk3E9ULxjyETc4v64uGG6zhYZEYtEuDOgsIE8B3dJmCMmKJPS7YPJXuaezY2pWAJ2nEylrTwgXz1MOg8-akWmlLhLo9YPt)   Bonus: you can automate the delivery of the email weekly/monthly etc. ![](https://lh3.googleusercontent.com/7gnsxqLgFPAmYp4pGW89f46_OJJt4RUYcjmRERpelXpjThgJ9PET5Ygb5swDlJnyAydOUwrIJX8eU4QK6UvIx8TDXUgnNfnrvRE_zKeJBXf4xwjjxHZDTyt5O3OnLi7xnMZi-elT) ### Meetings - Insert proposed times ![](https://lh6.googleusercontent.com/oBeD-2C0D2veeM0m0jFqVZsVSABDVDXXmK2rfL-3pFYvRQx_lKD41NzE58-Vg5Ygu-cwATOZFwEeHr9XtqdbUxXb9zNaHkbxBrBTJrfT14Y2YDtTI9doSWCbbmt0VTUapOJc0BsN) What it looks like in an email ![](https://lh4.googleusercontent.com/L-UpfozvDWARJq0MCyRWiY8ZixiA3b0CrKf9YgB3C4sfkb6JC1kj02Hxgp_Cs4GZ5UkN2kg8ix1p1Y3mfrnYesyvmnJxuuTCwz7rfb9QZZMM3LaIRwtvzvuO6gkCqY66_gNYyWMe)   ![avatar](https://app.hubspot.com/settings/avatar/818c11a03ec54aa84a231f3373952e8a) [Ian Jacob ](https://www.searchandbefound.com.au/get-found-online/author/ian-jacob)Ian has 16+ years of experience in the online world he has seen the evolution of web marketing and advertising online. His goal is to make his clients marketing & advertising profitable. ## RELATED ARTICLES ```json { "@context" : "https://schema.org", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "Australia", "addressLocality" : "Bella Vista", "addressRegion" : "NSW", "postalCode" : "2153", "streetAddress" : "Suite 410, 33 Lexington Drive" }, "knowsLanguage" : "en-au", "logo" : { "@type" : "ImageObject", "url" : "https://www.searchandbefound.com.au/hubfs/system/images/sbf%20powered%20by%20hubshots%20(1).png" }, "name" : "Search & Be Found", "url" : "https://www.searchandbefound.com.au/get-found-online/the-lazy-salespersons-cheat-sheet-to-using-hubspot" } ``` ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "abstract" : "Discover time-saving tips for lazy salespeople using HubSpot Sales. From managing tasks to tracking emails, streamline your workflow efficiently with these tools and features. Explore how to enhance productivity and customer engagement effortlessly.", "author" : { "@type" : "Person", "name" : "Ian Jacob" }, "dateModified" : "", "datePublished" : "", "headline" : "The Lazy Salespersons’ Cheat Sheet to using HubSpot FOR Sales", "image" : "https://lh4.googleusercontent.com/q30_clsAajps_F91uGgbHzHHQQM3guRBDKDOsOyf7rQruAFAM30BxfqA48d3rrBwwrWMKqgP89briYX7Hyj7Ioukv149Ij8oz5sE7hWwr779uVgdz3YApK9G1ztoTZME9WiLsHh0", "inLanguage" : "en-au", "keywords" : "[sales manager, sales]", "mainEntityOfPage" : { "@type" : "WebPage" }, "name" : "The Lazy Salespersons’ Cheat Sheet to using HubSpot FOR Sales", "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.searchandbefound.com.au/hubfs/system/images/sbf%20powered%20by%20hubshots%20(1).png" }, "name" : "Search & Be Found" }, "text" : "Meetings Save time chasing people and let them choose a time! Tasks Setting the right type so you efficiently work through your tasks Seems like an odd thing on the surface but will save you a bunch of time! Inbox connection to track and log emails - Office 365 / Google Mail Lead/customer revisit notifications Know when the contacts you own come back to your website! Task queues Efficiently manage your workflow and never forget to follow up with contacts In this example, I have 3 queues and 2 of them are shared with other members of our team. This is good especially for teams that work at different times to make sure everything is actioned. Documents Manage documents you use in one place and not have to keep attaching them in emails, plus you can see which pages are being viewed Snippets Do less typing and use it everywhere from email to notes and meetings. Also, you can use “# and 2 characters to find your snippet” Templates Speed up the response to people in a personal way using data that is in HubSpot. Sequences This is where you set and let the system send the follow-up! Calling Mobile app for calling or using HubSpot calling from your browser so calls get logged automatically and you can add notes while you speak. Reporting So you don’t waste 2+ hours putting this together weekly to send to management. Bonus: you can automate the delivery of the email weekly/monthly etc. Meetings - Insert proposed times What it looks like in an email", "url" : "https://www.searchandbefound.com.au/get-found-online/the-lazy-salespersons-cheat-sheet-to-using-hubspot", "wordCount" : "834" } ``` ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Ian Jacob", "url" : "https://www.searchandbefound.com.au/get-found-online/author/ian-jacob" }, "dateModified" : "2024-04-15T11:36:46.035Z", "datePublished" : "2024-04-15T11:36:46.000Z", "headline" : "The Lazy Salespersons’ Cheat Sheet to using HubSpot FOR Sales", "image" : [ "https://lh4.googleusercontent.com/q30_clsAajps_F91uGgbHzHHQQM3guRBDKDOsOyf7rQruAFAM30BxfqA48d3rrBwwrWMKqgP89briYX7Hyj7Ioukv149Ij8oz5sE7hWwr779uVgdz3YApK9G1ztoTZME9WiLsHh0" ], "mainEntityOfPage" : { "@id" : "https://www.searchandbefound.com.au/get-found-online/the-lazy-salespersons-cheat-sheet-to-using-hubspot", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.searchandbefound.com.au/hubfs/system/images/sbf%20powered%20by%20hubshots%20(1).png" }, "name" : "Search & Be Found" } } ```