HubSpot Ideas

gelflex-cc

Data in exportable tasks

It is great to be able to export tasks but I must be doing something wrong. Selecting columns or all does not net the contact or company.

 

The purpose of exporting task is to:

-dedupe

-share the work

-plan

-strategize

 

Any work solution?

 

2 Replies
CLeining
Member

Exported tasks lists are the primary way my sales force generates their daily to-do lists from ACT! every day. In considering a migration to Hubspot, I can't see a good reason NOT to include this in the export. I get an "Engagement ID" value in the export but no company contact info? Help Hubspot!

ms3b
Member

Associatted contacts, companies and deals should be included in the exported tasks. This will improve perspicuity of exported tasks.