Create a Follow Up Task when Sending an Email from the Inbox

NatHiggins

When you send an email from a Company, Contact, Deal or Ticket record, you have the option to create a follow up task. It would be great if this functionality could also be available when sending an email from within the Inbox.

HubSpot updates
1 Reply
shawnlin
Participant

Hi Team,

 

Noted there is a "Create A Follow-up Task" checkbox from various UI including email under contact/company profile and notes under contact/company/ticket/deal.

 

Can the similar be added to conversation inbox while CS agent is replying to a customer? Now they have to create a task as a separate action from replying email.

 

This can be very helpful. Please consider providing such feature. Thank you!