topic Re: Calling a list of contacts in Calling

Calling a list of contacts

DBrazil — Mon, 05 Feb 2024 21:53:00 GMT

There must be an easy way to cycle through a list of contacts to call them without having to open each one individually.

It works like this when they are in a sequence - but if I want to do an ad hoc call-out for a list that is not in sequence what's the easiest (and by easiest I mean fewest clicks) way of calling them.

Thanks

Re: Calling a list of contacts

Jnix284 — Tue, 06 Feb 2024 02:07:07 GMT

Hi @DBrazil The easiest way is to select all of the contacts from a filtered view and add a task that is associated to a Task Queue, this will prompt you to go from one contact to the next as you make the calls for the tasks in the queue.

Re: Calling a list of contacts

karstenkoehler — Tue, 06 Feb 2024 05:23:38 GMT

Hi @DBrazil,

As @Jnix284 said, task queues are the way to go. It doesn't have to be a queue for this to work, see here: https://knowledge.hubspot.com/tasks/work-with-tasks#edit-complete-and-delete-tasks

On the contact index page (Menu > Contacts > Contacts) select the contacts you want to call and create tasks in bulk: https://knowledge.hubspot.com/tasks/create-tasks#create-tasks-on-index-pages-and-records (alternatively, do this with a workflow so you can set a naming convention for your tasks)
On the task index page (Menu > Sales > Tasks), use the filters to find the tasks you just created (e.g. by create date), then click the "Start ..." button on the right:

HubSpot will then guide you from record to record, displaying a blueish banner at the top, showing you progress through your tasks.

Best regards!

Re: Calling a list of contacts

Jnix284 — Tue, 06 Feb 2024 11:41:02 GMT

@DBrazil as @karstenkoehler mentioned, it doesn't have to be a task queue, but if you are processing hundreds of tasks and want to continue from one day to the next, I highly recommend using the Queue to make it easier to pick up where you left off than having to sort through your tasks the next day to figure out where you left off and sort out your other tasks.

Re: Calling a list of contacts

Lucila-Andimol — Tue, 06 Feb 2024 17:40:11 GMT

Hey @DBrazil

I'd ho with Selecting the contacts, creating a task for "Calling"

Then you can go to a queue and starting calling from the queue .

This wall you will end 1 task and go straight to the next one.

Less clicks, less error, all in the same screen.

Re: Calling a list of contacts

DBrazil — Wed, 07 Feb 2024 12:29:01 GMT

Thanks all for your valuable input on this. Cheers!

Re: Calling a list of contacts

Jnix284 — Wed, 07 Feb 2024 15:17:58 GMT

you're welcome @DBrazil, glad we could help!