HubSpot Ideas

JakeMichel

When clicking on a TASK, it should open the DEAL first, not the CONTACT

Currently, when viewing my TASKS in the task list, I click on the TASK and it will allow me to complete TASKS consecutively - great idea! The problem is that the default page that opens is the CONTACT whereas most salespeople should, by default, be operating in the DEAL page. 

 

The current order of priority is associated CONTACT > associated COMPANY > associated DEAL. It is more logical that the priority should be associated DEAL > associated CONTACT > associated COMPANY.

 

The current workaround is to navigate to the DEAL page after moving to the next TASK but this is extra clicks and not intuitive. 

2 Replies
DMichel96
Member

@JakeMichel - totally agree with this, as the Deal or the Lead should be the priority followed by the Contact and then the Company object.

 

Or at the very least, have the option to amend the default record open page when selecting the task.

JakeMichel
Member

@DMichel96 Yes I agree. That would be an advancement on my idea. We don't use Leads a lot but I agree, the option to choose would be very valuable!