CRM

JRGies
Participant

I want to schedule a next activity date for contact and or company. How?

SOLVE

I just finished a cal and want to schedule next step How do I do so. When I tapped "Next Activity date in Contact nothing happens. 

0 Upvotes
1 Accepted solution
StefaniUAT
Solution
Key Advisor

I want to schedule a next activity date for contact and or company. How?

SOLVE

@JRGies ,

Start by creating follow-up tasks with the due date of when you need to follow up. You can set up tasks to remind yourself to call, email, do something (to-do). You can then go to Sales > Tasks > and then sort by due date. A Screenshot below:

Tasks.png

This way you can easily organize your priorities for the day by completing the tasks you assign to yourself. You can also create and add tasks to "Queues" for further organization. 

You can also use workflows to automate task creation based on your specific needs. I made a sample workflow which creates a reminder task to call someone 3 days after they had a successful phone call. However, there are a multitude of options to make it fit your needs.

Tasks2.png

 

Best,
Stefani Johnson
Defect and Database Administrator
University of Advancing Technology
uat.edu I Earn Tech Respect

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5 Replies 5
PamCotton
Community Manager
Community Manager

I want to schedule a next activity date for contact and or company. How?

SOLVE

Hi @JRGies 

 

Could you please share a screenshot of where you are getting stuck currently?

Are you looking to manually log an activity as this article here explains more?

 

If not, the more information, screenshots, and details you can provide, the better I can advise on the next steps.

 

Thank you,

Pam

 

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0 Upvotes
JRGies
Participant

I want to schedule a next activity date for contact and or company. How?

SOLVE

contact.png

0 Upvotes
PamCotton
Community Manager
Community Manager

I want to schedule a next activity date for contact and or company. How?

SOLVE

Hi @JRGies 

 

Thank you for the screenshot, currently the property Next activity date cannot be added manually.

This property is the date of the next upcoming activity for a contact.

This is set automatically by HubSpot based on user actions in the contact record. This includes logging a future call, sales email, meeting, scheduling a future meeting, or scheduling a task to be done in the future.

More information here .

 

Kindly,

 

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


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Join regional conversations by changing your language settings !




0 Upvotes
JRGies
Participant

I want to schedule a next activity date for contact and or company. How?

SOLVE

Thank you based on the article you sent I think I am limited to "logging" and event and then selecting a follow up date. Where would that date shou up in my list so I can sort the lis by next activity?

 

Thank you

0 Upvotes
StefaniUAT
Solution
Key Advisor

I want to schedule a next activity date for contact and or company. How?

SOLVE

@JRGies ,

Start by creating follow-up tasks with the due date of when you need to follow up. You can set up tasks to remind yourself to call, email, do something (to-do). You can then go to Sales > Tasks > and then sort by due date. A Screenshot below:

Tasks.png

This way you can easily organize your priorities for the day by completing the tasks you assign to yourself. You can also create and add tasks to "Queues" for further organization. 

You can also use workflows to automate task creation based on your specific needs. I made a sample workflow which creates a reminder task to call someone 3 days after they had a successful phone call. However, there are a multitude of options to make it fit your needs.

Tasks2.png

 

Best,
Stefani Johnson
Defect and Database Administrator
University of Advancing Technology
uat.edu I Earn Tech Respect