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Tips, Tricks & Best Practices

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MiaSrebrnjak on January 31, 2024

Reimagining CRM records – show us your customization superpowers!

Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more

Reply Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 upvotes

11 Replies

MiaSrebrnjak

Community Manager

February 13, 2024 13:55

Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more

Solved

KNolte on March 08, 2024

Ability to bulk disqualifying leads?

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

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1 upvote

2 Replies

Accepted Solution

Lucila-Andimol

Thought Leader | Platinum Partner

March 11, 2024 11:22

Hey @KNolte if you are working from the LEADS/Prospection tool you can filter all the Disqualified status, select them and Eliminate the LEADs...read more

Solved

SBrown801 on March 05, 2024

How do I mark a task as completed?

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.

Reply Free Starter Tasks

0 upvote

5 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 05, 2024 05:55

Hi @SBrown801 , On the task index page, you can do it by clicking the check mark: On a record, you would do it here: ...read more

Solved

yagro on February 06, 2024

Tasks confirmation button

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

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0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

February 06, 2024 13:23

Hi @yagro , By clicking the small triangle next to the send button, you can choose to only send but not complete the task: For...read more

Solved

rockhero111 on December 10, 2023

Scheduling calls (Time field?); scheduling bulk emails (not with Task?)

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

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0 upvote

4 Replies

Accepted Solution

danmoyle

Most Valuable Member | Elite Partner

December 14, 2023 16:01

Hi @rockhero111 and welcome to the Community! Can you ealborate on "scheduling calls" please? In my portal I can make a call and I can log c...read more

JDid on October 10, 2023

Form submissions not syncing over as a Task in Salesforce

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

Reply CRM Forms Integrations Tasks

0 upvote

3 Replies

JDid

Member

October 12, 2023 10:43

Is there a good way to cross check each system to see where there are inaccuracies?

Solved

PWallin on August 24, 2023

Can't Create Task in Deals

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!

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0 upvote

2 Replies

Accepted Solution

PWallin

Member

August 26, 2023 11:20

We figured it out. When creating a task you have to "name" the task. Once we did that - no worries. thx for trying.

Solved

BNewcomb2 on July 20, 2023

Tasks keep deleting?

I keep creating tasks with scheduled due dates but they just erase themselves minutes later. Unless they are tasks within the next 2 hours, they do not stay in the collection of All Tasks. Why is this? How can I fix this? I just lost all my sheduled read more

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0 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

July 21, 2023 00:16

Hi @Josh , I would echo @Josh 's suggestion to first clear all filters on the task index page... ... and then look into permi...read more

Solved

bobby-hawk on July 05, 2023

Tasks, More Filters, "Title" Not available

I am trying to filter my grid of tasks. I was looking under More Filters for Title. I'm looking to exclude tasks with "XYZ". The Title field is not a field that I can select. Why wouldn't Title be a field in this view?

Reply Tasks

3 upvotes

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

July 06, 2023 00:25

Hi @bobby-hawk , You're right, this is unintuitive and there isn't any documentation on why this is not included. For now, the only way to fil...read more

Solved

GWiffen on July 03, 2023

Contacts with no associated task

Hi everyone, this is my first post here, so please excuse me if I've got the wrong classification. I am trying to find a way to filter my contacts and show those which have no Task associated with them. Our database now has around 500 contac read more

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0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

July 03, 2023 10:44

Hi @GWiffen , You can do this by creating two lists. For the first one, filter for Activity properties : You can then filter ...read more

Solved

VIyengar on May 31, 2023

Workflow to check deals w/ overdue or no tasks

Hi, !Newbie alert! I have a lot of legacy and inactive deals in my pipeline and I want to setup a filter, which will show me all deals with: 1) No tasks assigned; 2) Overdue tasks I've tried using workflow following this solution: htt read more

Reply Tasks Workflows

0 upvote

3 Replies

Accepted Solution

ChrisBabelquest

Contributor | Elite Partner

May 31, 2023 09:28

The statuses don't have a cut and dried definition beyond their names and peoples interpretations You could use 'task status is none of complet...read more

Solved

ChristelleH on January 05, 2023

Opening a Task redirects to a Deal

Hi all! When I click on a task title, it redirects to the associated company of the task. This does not suit our organisation. Indeed, we might have several deals open for the same company. So when we open a task by clicking on the titl read more

Reply Deals Tasks

2 upvotes

6 Replies

Accepted Solution

danmoyle

Most Valuable Member | Elite Partner

January 05, 2023 08:53

@ChristelleH that's a really good find. In my testing, if there are associated contacts, the task takes me to one of the contacts. If none, it take...read more

Solved

MWilliams3 on August 19, 2022

Batch task action

Hi, Hoping somone more creative than I can help me. I have tasks setup - all require the same action and it's brainless - a prime candidate for automation. They are follow-up tasks where they have replied to an email. (I have automatic fol read more

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0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

August 19, 2022 05:46

Hi @MWilliams3 , Sure, HubSpot has various options for automation. I wouldn't recommend using tasks as an intermediary however, if you'r...read more