Tips, Tricks & Best Practices

maxclark
Teilnehmer/-in

Anything like Salesforce Lightning Sales Console?

lösung

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!

1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Anything like Salesforce Lightning Sales Console?

lösung

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:

 

karstenkoehler_0-1641273712549.png

 

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!

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.

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2 Antworten
ASavytski
Teilnehmer/-in

Anything like Salesforce Lightning Sales Console?

lösung

I was a huge fan of the Console workflow as well. There's one that so far has got me as close as possible to the real thing and workflow: the Vivaldi browser has a feature where you can display related tabs in a two-level tab stack. Was able to open up tabs of leads, deals and work through them one-by-one. With Vivaldi being Chromium based, it supports the Hubspot Chrome extension too.

More info on this here if interested.

karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Anything like Salesforce Lightning Sales Console?

lösung

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:

 

karstenkoehler_0-1641273712549.png

 

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!

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.