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:
Day one: call - no vm
Day three: call - vm - send email
Day five: call - no vm
Day seven: call - vm (and so on)
Weitere Ideen mit folgender Beschriftung anzeigen:
My name is Scott, I am the product manager on the tasks tool here at HubSpot. There are two really great ideas in this post.
For call tracks, I recommend checking out our sequences tool, which is specifically designed for helping with email and call cadences for sales outreach.
For sorting tasks by timezone, this is something that my team is currently conducting research on. In that respect, I am flipping the status of this idea to Being Reviewed. If you're interested in chatting with my team about how you would leverage timezone for sorting tasks, it would greatly help us to hear from you as we dig into the problem and potential solutions here. To that end, feel free to schedule a time on my calendar if you'd like to connect on task timezones.
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