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Your Day In HubSpot

The ability to create a recommended daily workflow in the CRM. This would allow sales management to provide guidance to their sales team aimed at improving efficiency and driving adoption.  Concept below:

your day in hubspot.jpgConcept

I tried putting this on the Sales Dashboard, with each item linking to filtered views, deals or tasks, but since it's not possible to hyperlink text in the Notes widget, it didn't work.

 

Alternate idea:

Make notes hyperlinkable Smiley Wink

1 Reply
rcocozza
New Member

this is an awesome idea.  it would make the homepage a much more useful way to exchange information with the team.

-R