HubSpot Ideas

johnhenry

Task Assigned to Open Deal

Hi Community,

 

This idea is to create a YES/NO property which determines whether an open deal has an open task assigned to it.

 

It would allow the Sales team to better track their Deals.

 

The purpose is to ensure open deals are being followed up and don't get lost.

 

Ideally it would force all deals to have an open task until closed.

4件のコメント
benjaminc
参加者

Agree, would love to see this

HDanirwin
メンバー

Agreed as well. 

 

Putting my AE hat for a second --- there is nothing more annoying than realizing a deal languished because it fell off your radar/task list. 

CLaFerla
メンバー

Yep, agreed! Just reached out about this

Simon-Meister
メンバー

no chance to keep track of open tasks at the moment..  also we need the status of it. Is the task overdue? etc..  we would also like to have this info directly on the pipeline deal-card without opening a deal. this would be ideal for the overview ov how many OPEN tasks there are on one deal.