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CPI-Office
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Member since ‎Jul 26, 2024
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CPI Office

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Activity

cweimert on May 10, 2021
It would be beneficial to have a filter in the task view to pull up companies / contacts that do not have an open task associated to their record. This provides more insight in a larger database.
37 upvotes
19 Replies
Participant
August 14, 2024
And the opposite... be able to see all companies that have an open task.
karstenkoehler on March 04, 2021
Hey product team! Currently, when tasks are created in bulk from records, there is either default task title ("Task for Company Name") or the option to use a custom title. This custom title doesn't offer the option to use personalization read more
37 upvotes
10 Replies
Participant
August 14, 2024
There are SO many things I'm finding like this in HubSpot. They claim "easy to use" then ignore things like this and things like being able to creat...read more
Solved
Shapiro on March 24, 2017
Hello - Is there a way I can see all of a specific user's activity within Hubspot (emails sent, tasks set, calls logged, notes made, etc) for a specific period of time. So for example, if I wanted to see all the activity of a person over a week, read more
12 upvotes
22 Replies
Participant
August 07, 2024
This must be old information. I do not see a "Sales Performance" in the list of standard reports I can add to a dashboard.
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