topic Re: Anything like Salesforce Lightning Sales Console? in Tips, Tricks & Best Practices

Anything like Salesforce Lightning Sales Console?

maxclark — Mon, 03 Jan 2022 21:00:45 GMT

I've blanked out on search so far - I'm hoping this exists and I'm just calling it the wrong thing.

Is there anything like the Salesforce Lightning Sales Console in Hubspot? Specifically I want to create a list based on filter rules, and then be able to advance through the list (show details, log notes/actions, etc...) one record at a time.

Can I do this?

Thanks!

Re: Anything like Salesforce Lightning Sales Console?

karstenkoehler — Tue, 04 Jan 2022 05:23:42 GMT

Hi @maxclark,

The closest to this, while still different, would be task queues in HubSpot. When you start the task queue, it will bring you to an associated record (a contact, company, etc.) to complete the first task. After completing a task in a queue, you'll be brought to the associated record of the next task: https://knowledge.hubspot.com/tasks/use-task-queues

From your contact index page or a list, you can select contact and create these tasks in a task queue:

Once these tasks are created, you can navigate to Menu > Sales > Tasks and start the queue.

More on tasks in general here: https://knowledge.hubspot.com/tasks/create-tasks

Hope this helps!

Re: Anything like Salesforce Lightning Sales Console?

ASavytski — Mon, 11 Sep 2023 19:11:45 GMT

I was a huge fan of the Console workflow as well. There's one that so far has got me as close as possible to the real thing and workflow: the Vivaldi browser has a feature where you can display related tabs in a two-level tab stack. Was able to open up tabs of leads, deals and work through them one-by-one. With Vivaldi being Chromium based, it supports the Hubspot Chrome extension too.

More info on this here if interested.