I need to reassign some tasks based on the value in a company property. In this case, tasks for companies with between 26 and 50 employees are moving from one BDR to another. Can’t do that, as I can’t select that company property in the task list in Sales. HubSpot Support confirmed it’s not currently possible. Would like to see this as a new feature.
Hi @NPegley,
This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Filter-Tasks-by-other-properties-e-g-company-deal-fields-of-the/idc-p/745247?profile.language=de
These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I’d recommend commenting and upvoting.
You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I’d appreciate it, too.
Have a great day!