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Put tasks into a sequence and view state/region in the tasks list/view

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Status: Idea Submitted
MarkDreiband
Submitted by on ‎Jan 21, 2021 10:53 AM

1.  I need to take some of my contacts who I have tasks/old task with and put them into a sequence.  This will help me sell better and get quicker responses.

 

2.  I'd like to see if we can add the "state/region" filter to the tasks view.  I cover multiple states in various time zones and when looking at my tasks, I can't see what state they are associated with.  

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2 Replies
CBerglund2
Member
‎Sep 1, 2022 12:42 PM

Frankly it frustrates me to no end that you cannot add the State/Region to a task list. In my mind this is CRM 101, a basic function probably required by millions of sales perople. 

MRooze
Member
‎Aug 30, 2024 9:45 AM

I agree I need states. There are timezones, but that isn't filled out many times. We need states.