HubSpot Ideas

RBetts

Activity status display on cards in Pipeline View

My company is transitioning from pipedrive where in the pipeline view you can see a Green, Red, Yellow, or Grey Dot on your deal cards depending on if the associated activity is due today, over due, no activity is assosiated, or if it has an activity due tomorrow or further in the future. This helps us visually triage which deals we call first, and shows us what our day will look like without having to run reports. This feature is VERY helpfull for keeping our sales reps on top of their follow up. 

 

I had an Idea for automating the Priority to mimic this feature but it would be imposible to have it update automaticaly with the current system. 

 

the attached photo has had our prospects names blured for their privacy, but is an example of what we are accustomed to with our previous CRM

 

image (3).png

1 Reply
BrendanPfahlert
Contributor

This could likley be done with deal tags