CRM

We have 1000 software clients each with their own expiration date. The expiration date is recorded in an "expiration date" property. I want to create all at once, a task for our Client Relations Manager to contact the client 6 months before they ex...

When I import tasks without a deal association, it creates blank records to associate these tasks with. This happens even when the tasks are associated with a company or contact. Is this expected behavior? Import setting: Importing 1 file ...

Really frustrating that 'Overdue Tasks' can not be reported on. This really is a basic 101 management report to ensure staff are getting through work but also if they are overwhelmed with too much work. Is there any updates for this?

Hi everyone, I would like to know if the board view for tasks is configurable like tickets and deals. The filters that appear to me are very limited and do not help me to configure the board the way I would like. Thank you!

Hello team. In a recent week my account appeared to be that after creating a task and assigning that task to someone else in charge, I no longer see the task on my management page. What do I need to do to be able to keep track of the tasks I have c...

I'm trying to find a quick and easy way to audit deals for tasks. My goal is simply to ensure that every open deal has a defined task. I'm trying to make sure no deal falls by the wayside. It's ok if it's past due, the important thing is to visu...

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 exampl...

Usually when on a contact page, after completing a task, you had a nice blue header prompting you to jump into the next task or skip that task for now... This has disappeared, and there does not appear to be a setting for it. Now I have to c...

Hi, I'd like to trigger an internal email notification to a deal owner if one of the deal properties on his deal was updated by our operations team. I can see that I can easily trigger this workflow by "deal property updated in the last day..." ...

Hi - I am new to Hubspot, so sorry if this is very obvious. Two tasks are missing from my list of tasks at app.hubspot.com/tasks. I can still find the tasks by looking at the contacts, but their titles have been crossed out with a strikethough...

Hi! Very new to HubSpot here. I'm runing through my task's for the day and every task i open gives the message " The task you're looking for does not exist or may have been deleted." in place of where the task would be. In a few of the inst...

Hi, In order to help salespeople organize, I need to identify all deals that do not have an upcoming task (so that they ALWAYS have one). I can't find a way to do it, thanks for your help. Jules