Add "Latest Task" Column in Smart List
Z
Zamil Nazim
Inside Smart Lists, would be useful to have Tasks involved, especially as a column.
This way as a sales person, you can filter smart lists based on the next task due, and contact people with the latest task due/overdue, but do it within the SmartLists, rather than the Tasks view, which is limited, because you can't filter the Tasks view at all.
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S
Sales & Marketing
Merged in a post:
Add Latest Tasks Pending in a column
K
King A
Possibility to show tasks pending in a column
S
Sales & Marketing
Merged in a post:
Task Based Smart List
B
Bryce McKinley
THE MOST EFFICIENT WAY TO PROSPECT WARM LEADS WOULD BE IF WE COULD SORT OR CREATE A SMART LIST FILTERED BY TASK - WHY YOU ASK?
Because than we could mass prospect and or call one by one, text past leads, etc by assigned task and Would be THE MOST effective way of catching up a pipeline - especially when an owner has to terminate an employee due to lack of performance - which is why most sales members are let go right - so imagine catching up a pipeline within minutes vs WEEKS of individual prospecting....
PLEASE ALLOW SMART LIST THAT CAN BE FILTERED BY TASK Overdue, pending, etc - Thank you so much
(Experience or recommendation comes from a fortune 500 business consultant that has done nothing but create, grow, and scale sales organizations for THE BEST of THE BEST in the world, Def a need for this and should have been one of the FIRST SMART LIST, yet sadly not even avail as of now)
N
Nicole Y
Please!
C
Chris Lombardi
yes!! I brought this up nearly 2 years ago and it would be a lot more useful then the current task view that just recently came out..
Each time you go into the current task view, you have to re-filter everything. Since it came out, in my opinion it hasn't really been useful and i still instead use the task view in the dashboard.