Sales Hub Tools

EwanWhoseArmy
Participant

Next button for Lists

SOLVE

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.  

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

Next button for Lists

SOLVE

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!

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

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6 Replies 6
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Next button for Lists

SOLVE

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!

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.

danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Next button for Lists

SOLVE

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

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
EwanWhoseArmy
Participant

Next button for Lists

SOLVE
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
Hall of Famer | Partner
Hall of Famer | Partner

Next button for Lists

SOLVE

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!

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.

EwanWhoseArmy
Participant

Next button for Lists

SOLVE
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
Hall of Famer | Partner
Hall of Famer | Partner

Next button for Lists

SOLVE

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!

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.