HubSpot Ideas

HubSpot_user3

Next Activity Date

  • Who (what type of role or team) is the feature for?

Sales and Business Development

  • What is their goal?

Review the pipeline and look at the "Next Activity Date" column to schedule appropriate activity around which deal needs attention now or later.

  • What value will this add?

The ability to filter the deal into the order in which next activity should occur.

  • Are there examples of other places or products who have this feature?

no

  • Screenshots, pictures, drawings, process diagrams, are helpful.

 

I've noticed the Next Activity Date column clears itself when the time of the next activity passes.

 

So if I am looking at the deal,  contact, or company pages with a task scheduled for July 1st, 2021, those reports would show no next activity scheduled at all now that it is July 27th, 2021.

 

The "next activity date" column would be more useful if it did not clear itself when the current date passed the scheduled date. In fact, it would allow me to easily sort my deals, contacts, and companies so that they are ordered in priority of tasks which need to be completed.

 

i understand that the Tasks Page allows for this to some extent, but I think the other HubSpot default pages could benefit from this feature.