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StephanyWHP
Mitwirkender/Mitwirkende
Mitglied seit ‎Aug 17, 2017
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    4
  • Antworten
    13
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    18
  • Likes erhalten
    49
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SarahN on November 20, 2017
Right now, when I filter through completed tasks, it shows me the tasks that were completed which had a due date during the timeframe I specified. When really, I want to be able to see if past-due tasks were also completed that day as well. Th Beitrag ansehen
8 Likes
8 Antworten
Mitwirkender/Mitwirkende
November 22, 2017
Hey Sarah- Currently HubSpot doesn't seem to offer a way to filter or sort by the date or time a task was completed; it goes strictly based off t...Beitrag ansehen
Gelöst
damojag on November 09, 2017
I am entering a couple year's worth of deals going back to 2015. Is there any way for these deals to show up as the deal is closed in the timeline rather than a deal from August 2015 showing up under November in the Client's Activity panel?
0 Likes
1 Antwort
Mitwirkender/Mitwirkende
November 10, 2017
Hmm, doubtful. The Timeline seems to be pretty restrictive in how it displays time data, so when you're retroactively adding in Deals it will show th...Beitrag ansehen
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stinhambo on November 10, 2017
If I create a call task and make a call, it creates two separate activity records (the task and the call). Where do *you* put the notes? Sometimes it seems that the call notes feature is a little redundant because it doesn't relate to the ca Beitrag ansehen
2 Likes
2 Antworten
Mitwirkender/Mitwirkende
November 10, 2017
Typically when I'm going through a Call Queue, I automatically hit Log Activity as soon as I dial the number because it will automatically timestamp ...Beitrag ansehen
Gelöst
StephanyWHP on November 01, 2017
I've been looking through the online guides and haven't been able to find a definitive answer, so I apologize if this has already been addressed! If I've registered my number to use for making calls directly from HubSpot, do I have unlimited ca Beitrag ansehen
1 Likes
4 Antworten
Mitwirkender/Mitwirkende
November 10, 2017
Perfect-- thanks Jenny!
Gelöst
StephanyWHP on November 01, 2017
I've been looking through the online guides and haven't been able to find a definitive answer, so I apologize if this has already been addressed! If I've registered my number to use for making calls directly from HubSpot, do I have unlimited ca Beitrag ansehen
1 Likes
4 Antworten
Mitwirkender/Mitwirkende
November 10, 2017
Perfect-- thanks Jenny!
Gelöst
StephanyWHP on November 01, 2017
I've been looking through the online guides and haven't been able to find a definitive answer, so I apologize if this has already been addressed! If I've registered my number to use for making calls directly from HubSpot, do I have unlimited ca Beitrag ansehen
1 Likes
4 Antworten
Mitwirkender/Mitwirkende
November 10, 2017
Perfect-- thanks Jenny!
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