Upcoming > Sequence Activity only shows in Contact. It would be ideal to also show in company + deal
I primarily work with companies and deals. Typically, there is only one contact for each company and sometimes it's not addressed to a specific person. Therefore, we don't use the contacts feature so often.
When enrolled in a sequence, the upcoming activity only appears on contacts, but it would be ideal if this upcoming sequence activity appeared on all records associated with the contact, including deal and company. I have had mistake emails sent because I did not know that the company was on a sequence.
Yes, I would love all sequence activity to appear on all records not just the contact record. If you're creating an email on the deal record and enrolling it into a sequence, that email sequence should appear on the deal record and not have to manually associate the deal on the contact record,
I agree! Our company manages several different sales pipelines and it is important to know who has been contacted/enrolled in a sequence on the deal page itself.
I would also like to see this. I can't understand why this is not available already. If you have a growing sales / SDR team and they need to check to see whether there is already an activity in place, the quickest way is to open the company page, without also having to check through each individual contact.
"When enrolled in a sequence, the upcoming activity only appears on contacts, but it would be ideal if this upcoming sequence activity appeared on all records associated with the contact, including deal and company. "
It really needs to be seen on the company page about all upcoming activity. It doesn't make sense that you would have to look through each contact to see if anything is scheduled for the company.
Does HubSpot even look at suggestions? When can we expect to get this fixed? I have a view to check when there are no scheduled tasks for a company so it does not fall off the radar. So if a sequence is all that is scheduled, it appears there is no follow-up when looking at the Companies with no tasks view. HubSpot: please let us know if/when you are going to fix this.
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