Sales Hub Tools

jragan
Miembro

Scrolling Companies / Making Calls

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When viewing a company, Can we have a 'next' button to go to the next record - instead of having to back out and select the next company?

 

When making calls, this would be an incredibly helpful feature!

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2 Soluciones aceptadas
gelflex-cc
Solución
Asesor destacado

Scrolling Companies / Making Calls

resolver

@jragan sorry i should have explained. 

 

go to tasks

then select the ones you want to call and "add to queque"

 

the on the left select the queque. 

 

https://knowledge.hubspot.com/tasks/use-tasks#from-a-task-queue

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jragan
Solución
Miembro

Scrolling Companies / Making Calls

resolver

Thank you very much!

 

For whoever sees this post - you have to then hit "Start Queue" 🙂

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gelflex-cc
Asesor destacado

Scrolling Companies / Making Calls

resolver

@jragan are you using queues? This has a next button.  I set up calls and other tasks this way

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jragan
Miembro

Scrolling Companies / Making Calls

resolver

I don't see where to do that?

 

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gelflex-cc
Solución
Asesor destacado

Scrolling Companies / Making Calls

resolver

@jragan sorry i should have explained. 

 

go to tasks

then select the ones you want to call and "add to queque"

 

the on the left select the queque. 

 

https://knowledge.hubspot.com/tasks/use-tasks#from-a-task-queue

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jragan
Solución
Miembro

Scrolling Companies / Making Calls

resolver

Thank you very much!

 

For whoever sees this post - you have to then hit "Start Queue" 🙂

gelflex-cc
Asesor destacado

Scrolling Companies / Making Calls

resolver

@jragan OOPS sorry I forgot that last step.  Good luck

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