HubSpot Ideas

3melo1980

Task columns and Sorting Features

The single biggest time suck for my BDR's is sorting through daily tasks and figuring out what time zone they are in based on area code and sifting through contacts from the same company once they have connected with a DM. 

 

I propose a few simple fixes. 

1. Please allow us to sort tasks by several different categories, including:

Company Name

Time Zone

Job Title

 

These should all be headings for columns that are able to be added to the task dashboard for simple sorting and calling. 

 

 

4 Commentaires
MherfelPCN
Contributeur

Agree! We need to be able to sort by time zone to help our process. 

lriggs
Membre

Definitely need to have Time Zone or State as an optional column when looking at Tasks.  Ideally - this needs to match to Company location and possibly Contact location but for me - I don't know Contact location.  We coud be so much more efficient in filtering and organizing our calls.

fillthethrill
Membre

Organizing by Company would be fantastic -- so I can do my follow-ups for one company all at the same time, while the company backstory is top of mind. 

JFlood
Membre

Being able to organize leads during tasks by company name / associated company is something that needs to be put in place!