Our users using Hubspot CRM free and Sales need the ability to receive a reminder email for overdue tasks.
As sales people, they are very busy and the original reminder email gets lost in their inboxes and they often forget about their tasks. If they are reminded each day about their tasks, they'll be more likely to complete them instead of letting them fall past due. Even if it's a summary email to remind them that they have past due tasks to follow up with their clients, the daily reminder to do so would be great.
This would be great. IF we were allowed to create workflows based on a task due date we could accomplish this but I don't think that's possible at the moment. A daily summary of overdue tasks would be even better.
(although am pretty sure I don't have this functionality on my Hubspot project section). So should be too hard to implement it for normal tasks 🙂 ... should it?
I think having the ability to set up workflows based on due date would be extremely valuable for not only reminding the sales team of past due tasks, but also for managers. The challenge we have is figuring out a way for the sales manager to have visibility of tasks not being completed within a specified amount of time.
For example, if a lead comes in and a call task is set up, we would need that to be actioned that day, if it's not then the manager would need visibility to follow up on why.
We have Hubspot sales, marketing, and ticketing and need this on all of them.
I spent an afternoon trying to vcreate a workflow to do this and could not. It is hard to believe this is not already part of the trigger system.
We would want to be able to enabvle a setting to send a notice (email or other) to the task owner when overdue and the ability to create a trigger based on the overdue flag so we could escalate the issue if not addressed within the configured time.
Yes, it would be great to be able to have the option to receive daily reminders of meetings, outstanding tasks, tickets for the user via email, to summarise what the user should focus on.
Where are we at now with this basic need that should be implemented as a native functionality?
Our use case is the CEO himself wanted to be reminded regularly for all his overdue tasks in HS. The reminder must not stop until he completes each task irfom his end (one-by-one)
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