Tasks created from sales extension to associate with other records
Tasks can be created from the sales extension tool - Chrome, Outlook on Web and Outlook on Desktop - and will be associated to the contact the email is sent to.
However, if this email is logged to associated records to the contact, the task will still only remain on the contact itself and not appear on the associated record's acitivity. This means we'll need to open each task and manually log them to the other record's activity.
It would be great to have this feature since we can already log an email to associated records, the task created from that same email should follow suite
The ability to assign the scheduled task to the multiple records (contact, company, ticket) that are tagged in the e-mail client for Chrome would make our workflow much easier.
At the moment we tag each of the three records in the e-mail, then once the e-mail is sent, manually assign the task to the company and ticket, adding another step in the process (therefore another potential failure point).
This is exactly what we need too! the gmail extension speeds up the workflow amazingly, but the fact you have to manually open the contact record and associate the task to the deal.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
.png "HubSpot Employee"){kind=icon}