CRM

Jenny26
Top Contributor

sort task list by associated contact

SOLVE

Hi,

We just moved over to HubSpot after decades with an older CRM. I need to find all of the scheduled tasks that do not have an associated contact but are only associated with a company and deal.

 

The task cue doesn't give me the option to filter for "Associated Contact" unknown. How else can I do this?

 

Thanks in advance for your help,

Jenny

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

sort task list by associated contact

SOLVE

Hi @Jenny26,

 

This is currently not possible but is already a much requested feature: Filter Tasks by associated with Contacts

 

I'd recommend upvoting and commenting with your perspective. The HubSpot product team reviews these ideas based on their popularity.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

sort task list by associated contact

SOLVE

Hi @Jenny26,

 

This is currently not possible but is already a much requested feature: Filter Tasks by associated with Contacts

 

I'd recommend upvoting and commenting with your perspective. The HubSpot product team reviews these ideas based on their popularity.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
Jenny26
Top Contributor

sort task list by associated contact

SOLVE

Thank you, @karstenkoehler for responding - I'll do that now.

0 Upvotes