When our sales team have a task against a contact, if they go to email them the default option is “Send & Complete”…can this be changed?
Quite often this means an email is sent but the task isn’t actually “complete” in the sense for example that if following up a lead, the process of follow-up isn’t complete by sending an email.
I would prefer “Send” to be the default version. I realise the user can change the option, and can choose just “Sent” or send and create a follow-up.
Can the default option be changed?
Hi @JDolby442,
As far as I know, this cannot be changed. The task settings (Settings > General > Tasks) don’t have any corresponding options.
However, you can at any time click the small triangle to simply send and not complete the task.
If you want more customization options here, I’d recommend submitting a request to the product team in the HubSpot Ideas section. The product team reviews posts by their popularity.
Best regards!
Also want this, sales are clicking it, it closes the task and then understandably forget about it.
Would be good to be able to change the default as it’s easy to miss now and again.
We have the same problem and couldn’t agree more, it would make much more sense to have “Send” as the default and “Send and close task” as a drop down option. We’ve upvoted your feature request in the Hubspot Ideas section here.
