I am going to try to explain this the best way that I can. Please let me know if you have an idea for a better process. My company has 8 retail locations. We have created 8 task queues for the manager of each location to be able to see the tasks o read more

When I create a task, there is a dropdown of default times as well as a "custom date". Is there an option to customize dropdown options, for example to have a choice be "in 4 business days"

Hai.. I create workflow and based on specific condition i create branch for each user and put the user in the static list then I create task for each branch. For example: If user open email, it will go to "Open Email User". Then the create task to read more

Hi everyone, Unfortunately, we have not yet found a way to create tasks with the corresponding deal name without losing our custom task name. An example would be task “ Follow up #424242 Mr. Max Mustermann”

Hi there! New to Hubspot Sales and am curious if there is a standard best practice for what type of contact should be set into a sequence vs. a 1-1 email/personal outreach? Also, is it best to set up tasks to email contacts individually? or em read more

I am having some issues with tasks notifications - i would like to recieve an email when a task is due or overdue, I have ticked the boxes within settings too, and unfortunately I have yet to recieve an email task reminder - is there a fix? I'v read more

I've seen my team have several contacts that all fall under the same disqualifying reason (Didn't Connect) - not much note-wise to leave but we of course want to remove them from our leads but 1 by 1 isn't efficient. Is this something we can bulk read more

Hi I have the free version and hope someone can help me to understand how I can mark a task as completed so that it is filed from my task list. Thanks in advance! Suzan.

Hello! We are having a slight issue where when inside of the start task screen we ae unable to send emials, set up meetings ect with out the task automaticlly completing. This is a issue as it then triggers automated workflows. Is it possible to read more

Scheduling calls: - Is there no way to avoid having a time entry in the Time field? - Is there no way to specify "Must be at this exact time" vs "Within a few hours of this time" vs "Today" vs "Within a few days of this date?" (This seems to read more

We're running into instances where a prospect / lead will fill out a form and sucessfully create an Activity in Hubspot. We have the Salesforce integration set to automatically create a Task in Salesforce. We're finding that some of these form s read more

Anyone know what's going on? I'm in Deals, trying to add a Task, and the Create button grey'd out (can't save). HELP???? Thanks!