CRM

Marie_Baltz
Member

Liklihood to close in task view

SOLVE

Is there a way to see Liklihood to close in Task view?

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1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Liklihood to close in task view

SOLVE

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Does this post help you? If so, then help others by accepting it as a solution.

 

Q: Is there a way to see Liklihood to close in Task view?

 

Short A: Yes

 

Longer A:

 

Step -1-

Setup a little workflow to auto-create tasks based on .... 'Likelihood to close', OR whatever other criteria you like. Just be sure to include the following HubSpot contact property in the title (and wherever else you'd like to see it).

{{ contact.hs_predictivecontactscore_v2 }}

(see image)

hubspot-crm-contact-likelihood-to-close.png

 

Step -2-

Sort (and save) your Task view so the Tasks with names that begin with (##%) float to the top. Save as your default Task view (optional).

(see image)

hubspot-crm-contact-likelihood-to-close-in-task-view.png

 

You're done!

 

Does that help solve your question?

 

Best,
Frank


hubspot-solutions-signature-mfrankjohnson-v03.png

www.MFrankJohnson.com

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

0 Upvotes
1 Reply 1
MFrankJohnson
Solution
Thought Leader

Liklihood to close in task view

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

Does this post help you? If so, then help others by accepting it as a solution.

 

Q: Is there a way to see Liklihood to close in Task view?

 

Short A: Yes

 

Longer A:

 

Step -1-

Setup a little workflow to auto-create tasks based on .... 'Likelihood to close', OR whatever other criteria you like. Just be sure to include the following HubSpot contact property in the title (and wherever else you'd like to see it).

{{ contact.hs_predictivecontactscore_v2 }}

(see image)

hubspot-crm-contact-likelihood-to-close.png

 

Step -2-

Sort (and save) your Task view so the Tasks with names that begin with (##%) float to the top. Save as your default Task view (optional).

(see image)

hubspot-crm-contact-likelihood-to-close-in-task-view.png

 

You're done!

 

Does that help solve your question?

 

Best,
Frank


hubspot-solutions-signature-mfrankjohnson-v03.png

www.MFrankJohnson.com

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes