Tips, Tricks & Best Practices

05469
Member

Lists to action

SOLVE

Have a list 460 already in Hubspot, want to add an action or activity plan - call & add to social Media. Not sure of best way to do this?

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

Lists to action

SOLVE

Hi @05469,

 

This is a great use case for tasks (Menu > Sales > Tasks). You can create tasks in bulk by following these steps: https://knowledge.hubspot.com/tasks/create-tasks#create-tasks-on-index-pages-and-records

 

Let me know if you have any follow up questions!

 

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.

View solution in original post

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Lists to action

SOLVE

Hi @05469,

 

This is a great use case for tasks (Menu > Sales > Tasks). You can create tasks in bulk by following these steps: https://knowledge.hubspot.com/tasks/create-tasks#create-tasks-on-index-pages-and-records

 

Let me know if you have any follow up questions!

 

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.

0 Upvotes