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JBailey6
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Member since ‎Jun 16, 2023
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JBailey6 on February 22, 2024
Ignored community conversations
Problem: When viewing tasks, there is no option to filter the associated companies State or Region. This has been requested multiple times over the years with no response from HubSpot. 01/21 Request - No Response 03/21 Request - No Respons read more
Reply Discussion Conversations CRM Professional Sales Service Tasks
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JBailey6 on February 22, 2024
COMPANY STATE/REGION IN TASK LIST? - ANSWER PLEASE.
Why is there no State or Region in the column task list? For callers, there is no point creating follow up tasks if we have to individually go into each record to find out what region or state the company is in. We need a filter ASAP . read more
Reply Discussion Professional
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JBailey6
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June 16, 2023
Reply to Why can't you just update notes on import?
This is for an excel document with contacts who are already in the system.
JBailey6 on June 16, 2023
Why can't you just update notes on import?
It's very annoying when you have multiple excel documents with multiple contacts with notes and when you upload into hubspot, that's the only field that can't be updated. This makes it necessary to combine all of the notes and manually make a note i read more
Reply Idea Sales
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