Is there a way to view the tasks created from the stage the lead is currently in? I need to see the tasks that were assigned to the businesses in the “new lead” stage, as filtering by date and title isn’t helping, and there are over 10,000 of them…
Hi, @giovannamelov,
No, not directly.
If you have workflows, you can do the following: create a task-based workflow that includes the tasks associated with leads, and then add something to the task name so that you can filter them more easily. The renaming would be permanent, in the sense that it cannot be easily undone. In other words, it should be something subtle.
Alternatively, create a custom report that includes both tasks and deals. Set the filters as you wish, export the report, and then access the task index page and paste the titles of all the tasks you would like to see in that filtered task view. However, this process does not work if there are multiple tasks with the same name.
I hope this helps!