Anything like Salesforce Lightning Sales Console?

[maxclark]

I've blanked out on search so far - I'm hoping this exists and I'm just calling it the wrong thing.

Is there anything like the Salesforce Lightning Sales Console in Hubspot? Specifically I want to create a list based on filter rules, and then be able to advance through the list (show details, log notes/actions, etc...) one record at a time.

Can I do this?

Thanks!

[karstenkoehler · Accepted solution]

Hi @maxclark,

The closest to this, while still different, would be task queues in HubSpot. When you start the task queue, it will bring you to an associated record (a contact, company, etc.) to complete the first task. After completing a task in a queue, you'll be brought to the associated record of the next task: https://knowledge.hubspot.com/tasks/use-task-queues

From your contact index page or a list, you can select contact and create these tasks in a task queue:

Once these tasks are created, you can navigate to Menu > Sales > Tasks and start the queue.

More on tasks in general here: https://knowledge.hubspot.com/tasks/create-tasks

Hope this helps!