Ability to set up default delay for follow up task

When sending a 1:1 email from a record in the CRM, creating a follow up task defaults to a follow up in 3 business days. 
It would be great for each user to have the option to customize the default follow up timing and to have a "7 days" option instead of having to choose a custom date

4 Replies
New Member

Hello,

 

I second this idea.

 

being able to choose a custom default followup period in my account would be even better and allow anybody to customize this - daily used - feature based on its own needs.

New Contributor

Am I to understand that there is currently no way to delay a task follow up after a lead has been assigned to a Sales Rep?

 

We want a 7-day task, 14 day and 30 day follow up task. Is that possible?

HubSpot Moderator
HubSpot Moderator

Hi @kabrahams 

More options are now available in the UI :

follow-up task.png

New Contributor

But this is for sequences, I'm trying to accomplish this is the Workflow after a lead has been assigned.