HubSpot Ideas

atyson

Bulk Enroll Contacts into Sequences, from the Tasks Dashboard

A feature that allows users to bulk enroll contacts that are associated with open tasks into Sequences. The logic of this requested feature should follow that of the bulk enrollment option in the Contacts dashboard. (Contacts > Selecting multiple contacts using the check boxes on the left-hand side > Selecting Enroll in Sequence at the top).

 

Users would navigate to the Tasks dashboard, select the Tasks associated with the customers they would like to add to the Sequence, and select an Enroll in Sequence option.

 

2 Replies
nicolerohrer
HubSpot Employee

I have had a few customers suggest direct sequence enrollment from the Task screen and feel it would improve process as many users live on that screen and would like to manage more directly in Tasks.

marissa-pbsco
Member

agreed!