Sales Hub Tools

jragan
Membre

Scrolling Companies / Making Calls

Résolue

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!

0 Votes
2 Solutions acceptées
gelflex-cc
Solution
Conseiller clé

Scrolling Companies / Making Calls

Résolue

@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

Voir la solution dans l'envoi d'origine

0 Votes
jragan
Solution
Membre

Scrolling Companies / Making Calls

Résolue

Thank you very much!

 

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

Voir la solution dans l'envoi d'origine

5 Réponses
gelflex-cc
Conseiller clé

Scrolling Companies / Making Calls

Résolue

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

0 Votes
jragan
Membre

Scrolling Companies / Making Calls

Résolue

I don't see where to do that?

 

0 Votes
gelflex-cc
Solution
Conseiller clé

Scrolling Companies / Making Calls

Résolue

@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

0 Votes
jragan
Solution
Membre

Scrolling Companies / Making Calls

Résolue

Thank you very much!

 

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

gelflex-cc
Conseiller clé

Scrolling Companies / Making Calls

Résolue

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

0 Votes