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StephanyWHP
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Member since ‎Aug 17, 2017
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SarahN on November 20, 2017
Is there a way to filter by the date the task was completed?
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 read more
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8 upvotes
8 Replies
StephanyWHP
Contributor
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...read more
Solved
damojag on November 09, 2017
Retrospectively Add a Deal
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?
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0 upvote
1 Reply
StephanyWHP
Contributor
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...read more
Solved
stinhambo on November 10, 2017
Do you write notes in Call Task or Call Log?
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 read more
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2 upvotes
2 Replies
StephanyWHP
Contributor
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 ...read more
Solved
StephanyWHP on November 01, 2017
Calling from HubSpot on Free Account
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 read more
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1 upvote
4 Replies
StephanyWHP
Contributor
November 10, 2017
Perfect-- thanks Jenny!
Solved
StephanyWHP on November 01, 2017
Calling from HubSpot on Free Account
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 read more
Reply Discussion
1 upvote
4 Replies
StephanyWHP
Contributor
November 10, 2017
Perfect-- thanks Jenny!
Solved
StephanyWHP on November 01, 2017
Calling from HubSpot on Free Account
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 read more
Reply Discussion
1 upvote
4 Replies
StephanyWHP
Contributor
November 10, 2017
Perfect-- thanks Jenny!
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