Hi there, We are a national company that manufactures custom design elements. We are looking for a way to let a sales rep request cost estimates from the management team. We have a pipeline and custom object set up to track drafting for larger p read more
Hi, When in the Sales Workspace, is there a way of having suggested associations appear when scheduling a new activity? For example, say I am looking at my Deals within the Sales Workspace. I want to quickly schedule new To-Do Tasks against read more
Is it possible to build an option to export all tasks shown on your tasks page? The end state is that I would like to export the spreadsheet my tasks are shown in when viewing the tasks page. Given my national footprint, it helps to have all tas read more
There isn’t a built-in export option for the tasks page in HubSpot, but you can work around it by creating a custom report. If you go to Reports ->...read more
Outreach makes these claims when providing a comparison between Outreach and HubSpot. However, I know that several of these claims are inaccurate. Can you help me fact-check and provide evidence to challenge these statements? It feels like they may read more
@SEgeland HubSpot and Outreach serve different purposes in the sales and marketing landscape. Kindly go through the articles mentioned below...read more
It would be great to be able to assign a task to another user on the follow up tasks. Especially in the app when sales reps are on the road, they can assign the task to the inside sales rep. This will help with inside and outside collaboration as read more
Hi @MArgast ,
A task for follow-up can be reassigned after it has been created on both the desktop and mobile version. I believe what you're...read more
Currently the prospecting dashboard is helpful for changing lead stages and seeing new leads, but not for actually completing tasks that come with sequences - ie sending emails. You can open the task dashboard and it allows you to check things read more
Hi @PamCotton , I don't really have anything to add to @averyguest 's dilemma. It sounds like a workaround has been identified, but it causes multi...read more
Hey @Ronen
you have limit of views you can create (for example 50 views or 20 taks queues)
If you have already reached that limit
the system...read more
Hello, I am trying to repeat this task to be created every month,but when I assign it to one of our team members, it says I can't repeat the task for a non-paying member. I was able to repeat other tasks assigned to them, but now it is not lett read more
Hi @RKirkley To use repeating tasks, the user has to have a paid seat ( see documentation here ).
You can set a task to repeat for other user...read more
Is there an alternative to tasks? I was originally wanting to have a checklist assigned to a sales person of things to complete once a workflow was activated but tasked looked to have been the only way to do that. Unfortunately, each checklist item read more
Hey @DLoszewski , have you thought about using pipelines to guide a process in your company?
If you've ever used Trello to organize things in...read more
Hi, I'm wondering if it's possible and how to set it that when a task is marked complete it is mandatory to create a follow up task until a deal is in a certain stage (in our case it would be WON or CLOSED). Can someone assist?
The sales team mainly works from the tasks page (sales, tasks). When you hover ver a task name and click edit you see the task details on the right hand side. It would be very beneficial and time saving to be able to customise this task pannel. read more
Hi @BradHennessy ,
While I don't have a fix to customize the task pane I will suggest using task queues. While it takes the team away from tas...read more
We are using Tasks tools with Sales Hub for order management job. If we have option to show Tasks like Deals viewing on board. We can see Tasks on board but it cannot edit propties on it. We would like to show more information on each tasks wh read more