HubSpot Ideas

cweimert

Create filter for Companies without an open task

It would be beneficial to have a filter in the task view to pull up companies / contacts that do not have an open task associated to their record. This provides more insight in a larger database. 

15件のコメント
RVinge
参加者

And for deals...

YanCarlomagno
メンバー

+1 for being able to filter deals that don't have a next task scheduled

MGarvey
メンバー

This is a much needed feature. I'd like to add a "Deals without scheduled activity" report to our Sales Dashboard.

MRichardson92
メンバー

Much needed feature. It shows overdue tasks on deals as no activity. I just want to see deals where there is truly no overdue activity.

GSomerville
メンバー

I'm new to Hubspot and am shocked that it's impossible to filter Deals without an active task assigned to them. Was using Insightly previously and this view of my deals was one of my go-to sales management reports.

PHeurling
メンバー

On this topic. "Future tasks" for "My Companies" as filter, as well as understanding if there are claimed companies that does not have a future task in the same view. 

TShma
投稿者

+1 for Deals also. Much needed for our reports to identify Deals with Tasks, and even would be better while filtering  according to properties on the Task. 

APeddlesden
メンバー

Another needed feature - it should be easy to find Deals that don't have next task schedule.

EForss
参加者

Same here.
Struggling to filter for deals, that have no open task.

 

JRuiz1
参加者

Same here, i can not belibe that Hubspot doestn have this simple thing, makes task managing useless

TJones45
参加者

This needs to happen for deals! We need to know what deals have no upcoming tasks scheduled

daintree
メンバー

+1 

TRoecklin
参加者

Deals +1

sullyp1ws
メンバー

Deals +1

 

MM-Conosco
メンバー

So important