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SarahX
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Member since ‎Oct 21, 2020
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  • Upvotes Given
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  • Upvotes Received
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SarahX on September 11, 2022
Remove completed tasks from "upcoming" in activities timeline/ reordering tasks on contact timeline
I would like to see the "upcoming" section of the activities timeline only show (or have the option to only show) uncompleted tasks and meetings. Currently it is showing tasks in date order, regardless of if they are compleded or not. When you h read more
Reply Idea Activity Feed
1 upvote
0 Reply
SarahX on August 28, 2022
Create Tickets from Contact without Associating Company
When creating a ticket directly from a contact's file there is no option to NOT associate a company with that ticket if a company is associated with that conect. The effect of this is that any ticket associated with a contact whose primary compa read more
Reply Idea Tickets
4 upvotes
0 Reply
KiG on August 18, 2022
Is Hubspot pricing really suitable at all for smaller non profits with small budgets?
Ourselves we are a paddle club that started to test out HubSpot marketing emails and we have ended up with starter licenses for various modules since those comes at a decent price. However we quickly found that HubSpot has bundled quite basic fe read more
Reply Discussion Question
4 upvotes
2 Replies
SarahX
Contributor
August 25, 2022
I have to agree, we started out with the free version and did a pretty good job of making the most of it, even going as far as having seperate hubs f...read more
berNslol on May 25, 2021
Log notes without completing the task
Hi Hubspot Community, We really need to be able to Add notes to a lead without having to complete the task. It's the same change that was made for the Activities (very welcomed, thank you) but for the notes. We should be able to add notes and cho read more
Reply Idea Tasks
24 upvotes
14 Replies
SarahX
Contributor
June 29, 2022
Very much needed, couldn't be too hard to add!
SarahX on June 29, 2022
Allow notes/emails/calls to be logged without automatically completing taks
When logging a call, note or email on a contact file if there is a task on the file the "log call" button will automatically be "log call and complete task". This is not always appropriate (e.g. if I am logging that the person did not answer or if I read more
Reply Idea Tasks
2 upvotes
0 Reply
SarahX on March 24, 2022
Add Outcomes to Tasks
A simple thing that would be very handy would be to add an outcomes property to tasks, just like the one on call activities. This way you could have outcomes such as 'successful', 'unsuccessful and new task created' and 'cancelled' against each read more
Reply Idea Tasks
1 upvote
0 Reply
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