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Sorting open tasks by time zone, and creating call tracks

  • Sorting tasks by time zone: it would be helpful to have the time zone associated with the company/contact appear in a column in "table" view. This way you wouldn't have to click into the profile each time to know if it's an appropriate time to call, and you also would get a nice overview and overall grasp of how you should structure your day of calling based on time zone. 

 

  • Call tracks: it would be nice to not have to check a box and pick the next time to reach out every time a task is completed. Basically, the idea would be to allow the user to create a template of tasks spaced out to their liking that they could apply to individual accounts/prospects with a single click. When they click the check mark to complete a task it goes away, but the next task would automaticall be set for two or three days later. This means it would populate their tasks based on how often they are set up to call, and tell them what to do based on their pre-determined order of how to reach out to a prospect. You could still push tasks out, but this would automatically keep spacing between activities and automatically populate your tasks for an account. A call track might look something like this:
    1. Day one: call - no vm
    2. Day three: call - vm - send email
    3. Day five: call - no vm
    4. Day seven: call - vm (and so on)

 

23 Replies
JILLIANGREEN
New Member

We have created time zone fields associated with company or contact however it would be ideal for the Tasks columns to allow for an associated tag to be displayed as then it would alleviate extra steps for users when they create a follow up task.  Being able to see all my tasks for the day by time zone would reduce 30 minutes of extra steps.....

bbleak
New Contributor

Our organization would love to see this as well. 

livfasta4
New Contributor

I agree 150% with this!

 

  • Sorting tasks by time zone: it would be helpful to have the time zone associated with the company/contact appear in a column in "table" view. This way you wouldn't have to click into the profile each time to know if it's an appropriate time to call, and you also would get a nice overview and overall grasp of how you should structure your day of calling based on time zone. 

Please Hubspot... I love you guys but this for me is a big pain. 

JorgeP
Occasional Contributor

 Yes, yes, yes! 

 

If I create a task queue to call, and want to call East Coast first thing in the morning, and work my way to the West coast over the course of the morning, day, then being able to sort by time zone would be the perfect thing! Currently, call queue is only somewhat helpful, but there is promise! 

Julian3
Regular Contributor

Time-saving and organizing your prospects are great reasons for this improvement. 

willcurran
Top Contributor

We absolutely need this. Hubspot knows to call people at specific times enhances the results just like sending emails as specific times. Wish we could filter/sort tasks based on contact data. Also wish hubspot generated a field for timezone.

tarynjohnson
New Contributor

I do sales across the country and would have such an easier time of making phone calls during the appropriate times if I could organize my call task boards based on time zones. This would be so helpful!

Julian3
Regular Contributor

As I sit here at the end of the day, once again flipping through each and every one of my tasks just to try find a prospect in either Mountain time or Pacific time that I can actually call right now, I figured I'd come over here to express how important this is for any sales professional calling multiple time zones througout the day. It's absolutely ridiculous to not be able to sort my tasks by time zone and have to click in to every single prospect just to see if they can actually be called at that time. 

 

 

Julian3
Regular Contributor

For anyone still struggling with this - since it doesn't to seem to be getting addressed anytime soon - you can just write the time zone next to the prospect's last name in their account. Then you can see it when you are looking at tasks. 

Eumari
Regular Contributor

Having the time Zone is critical when working with clients across the globe. There is a set hubspot property for IP Time Zone, but it only contains the city which is not helpful.

For my team, we decided to create a property with a dropdown menu of our main time zones. The sales rep selects the appropiate one when the first phone contact is made. However, havign it automaticly, will save so much time.