Currently the prospecting dashboard is helpful for changing lead stages and seeing new leads, but not for actually completing tasks that come with sequences - ie sending emails.
You can open the task dashboard and it allows you to check things off, but does not pull up the email and allow you to send to the contact immediately, nor skip to the next task. Tasks within the prospecting dashboard should work the same way that they do within the task object, because in its current state sales reps have to click into multiple tabs to accomplish task completion.
Hey @averyguest, happy Friday.
Thank you for your feedback on the prospecting dashboard. To our top experts, do you have any workarounds recommendations **@franksteiner79, **and @RSchweighart for @averyguest matter?
Thank you,
Pam
Hi @PamCotton, I don’t really have anything to add to @averyguest’s dilemma. It sounds like a workaround has been identified, but it causes multiple tabs and too many clicks.
Avery, if you haven’t yet, you may consider submitting this to the ideas portion of the HubSpot community. I think suggestions there have a better opportunity to make it to the product team.
Best,
Ryan Schweighart
Whole Hart Impact, LLC
whimpact.co
I help businesses with HubSpot and Zapier.