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

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

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

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

Hello, I got a warning ("!") on my tasks view: en-gb.viewsManagement.pinnedViews.abovePinnedViewLimitAlert.title What does it mean?

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

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

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

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