HubSpot Ideas

SWindle

Company profile queue

Hi, 

 

I hope someone sees a quick fix for adding this feature.  

 

As a user, it would be really beneficial to be able to access all my company profiles in a queue. 

 

I would like to access a profile review notes, and attachments create tasks and then just move to the next company.  Without coming back out of the profile - just move to the next company profile perform a few tasks, review notes, and move to the next one.   Sometimes you need to mine your existing clients/prospects quickly and this would really be a helpful feature.     Add a button at the top of Next Company or Display the next company name. 

 

Thank you, I look forward to using this 

0 Upvotes
4 Replies
Stanly
Member

Why can't you just use a task queue?

SWindle
Member
Tell me how I create task for entire database?

Stanly
Member

You are looking to go through every single one of your companies?

 

You can create tasks for multiple companies, but only up to 100 at a time.

Stanly_0-1690388274997.png

 

SWindle
Member
Thank you, found it. I called an was told it wasn’t possible. Thank you