Making a call list

JMeyermosh5150
Member

Interested in making a call list for groups as well as one for Emails that have clicked a link any help is apprecaited 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @JMeyermosh5150,

 

The easiest way to do this is to create tasks in bulk: https://knowledge.hubspot.com/tasks/create-tasks#create-tasks-on-index-pages-and-records

 

Under Menu > Contacts > Contacts, use the filter options to find the contacts you'd like to create call tasks for, then follow the steps from the link to bulk create tasks.

 

Once created, you can start tasks and complete (call) them consecutively: https://knowledge.hubspot.com/tasks/work-with-tasks#complete-tasks-consecutively-in-a-view

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @JMeyermosh5150,

 

The easiest way to do this is to create tasks in bulk: https://knowledge.hubspot.com/tasks/create-tasks#create-tasks-on-index-pages-and-records

 

Under Menu > Contacts > Contacts, use the filter options to find the contacts you'd like to create call tasks for, then follow the steps from the link to bulk create tasks.

 

Once created, you can start tasks and complete (call) them consecutively: https://knowledge.hubspot.com/tasks/work-with-tasks#complete-tasks-consecutively-in-a-view

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.