Next button for Lists

[EwanWhoseArmy]

It would really help if there was a Next button for outbound calling through a List to avoid having to press back and then find the next record. 

The other option is to go through Tasks but then it's impossible to ringfence a certain list that way.  

[karstenkoehler · Accepted solution]

Hi @EwanWhoseArmy,

As you mentioned, task queues would be an option here. Have you considered creating tasks from the contact index page (Menu > Contacts > Contacts) after filtering the view for your list?

Back under Menu > Sales > Tasks, you can set a filter for tasks created on this specific day and start a queue for these tasks, created today, only.

Best regards!

[danmoyle]

+1 for task queues and managing them by day and time. 

[EwanWhoseArmy]

Apologies, I meant a Static List rather than a list filtered from Contacts.
I don’t think the Tasks method would work for that – but I’d be very happy if I’m wrong!

[karstenkoehler]

Hi @EwanWhoseArmy,

What makes you think it wouldn't work? You can filter Menu > Contacts > Contacts by membership in your static lists and bulk create tasks. Those tasks can then be filtered by Create date unter Menu > Sales > Tasks. Let me know where exactly you're getting stuck.

Best regards!

[EwanWhoseArmy]

That’s great, thank you.
From a Hubspot development point of view, though, it’s a really messy workaround just to do what a ‘Next’ button should do and, again please correct me if I’m wrong, can’t differentiate between two different lists of tasks made on the same day?
(All that said, thank you again!)

[karstenkoehler]

Hi @EwanWhoseArmy,

If you go through this process multiple times a day, you could simply set a different due date for these tasks and then filter Menu > Sales > Tasks by this due date. It's a bit of a workaround but unless you're doing this 10-20 times a day, I think this would be acceptable.

I've actually requested a while ago that task names can be edited when created in bulk, this would help with filtering by bulk 'round' but has not been addressed yet: https://community.hubspot.com/t5/HubSpot-Ideas/Personalization-tokens-in-tasks-created-in-bulk-on-se...

Best regards!