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kgates
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Member since ‎Jun 6, 2024
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Kayla Gates

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Activity

tscott on November 14, 2017
In our company, we use the tasks feature to assign RFQ's/(Deals) to employees. But we do not have the option to customize/edit the columns. We would like to edit the titles and the number of steps in the tasks feature so, we can more accurately show read more
205 upvotes
94 Replies
Contributor
September 10, 2024
Please add more contact and company based properties to the column edit in the task view to quickly and easily be able to filter through tasks!
Solved
jakers007 on July 30, 2018
Is it possible to change the properties that my team sees on the tasks comumns? I went to "actions" while on the tasks page and then "edit columns" but it only has 6 default properties available to choose from.
11 upvotes
22 Replies
Contributor
September 10, 2024
i 10000% agee!
Solved
Muhammed-Elamir on February 11, 2023
hi, iam using hubspot free plan always iam assignes contacts to one of our sales team, then after short time reassign same contact to other one . can i make filter all owner previous and current contacts to have them in one list ?
0 upvote
2 Replies
Contributor
August 22, 2024
HubSpot should defini;ey make this a feature to help prevent any unwanted changes of contact/deal owners
KevinFMTV on June 28, 2019
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more
500 upvotes
149 Replies
Contributor
July 29, 2024
Agreed we really need the option to delete/mark complete tasks in workflows based on deal status change and/or lead status change.
Solved
kgates on June 06, 2024
Is there a way to create a custom report where I can view the following example: -Deal Owner -Deal stage (each specific deal stage we have) -Total number of deals that are/were in this deal stage for the current month Thanks!
0 upvote
5 Replies
Contributor
June 19, 2024
I wanted to see if anyone else has had this issue and if there is a workarounbd. When i create these custom reports it is not including deals if they...read more
Solved
kgates on June 06, 2024
Is there a way to create a custom report where I can view the following example: -Deal Owner -Deal stage (each specific deal stage we have) -Total number of deals that are/were in this deal stage for the current month Thanks!
0 upvote
5 Replies
Contributor
June 19, 2024
I wanted to see if anyone else has had this issue and if there is a workarounbd. When i create these custom reports it is not including deals if they...read more
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