They will allow you to close more sales deals in less time. Infographic 5 Benefits of Using HubSpot Task Queues Guide to creating and managing task queues in HubSpot effectively To create an effective task queue you just have to follow the following steps: 1. Enter the HubSpot portal and, once inside, go to the sales menu and click on “tasks”. HubSpot modules menu view screenshot 2. Once inside the sales tasks you will find a panel with all your tasks, click on the “Add queue” section Task board view in HubSpot add task screenshot 3.
Clicking on add queue will open a small window on the right side of your screen. It is a very simple form to assign a name to your task queue. For this example we will assign the name “Urgent calls” and you must click save. Screenshot assign task queue name panel in HubSpot There French Polynesia Email List a second option to create a task queue: 1. From the task panel click on “Create task” Screenshot task board in Hubspot, create task 2. Once inside the form to create tasks, click on the “queue” section to display the options available to you. Screenshot create task queue in HubSpot 3.
What To Do To Run A Task Queue?
Click on “Create new queue” and a new tab will open for you to add the name of the list you want to create. Click save. Screenshot create new task queue in HubSpot How to add activities to a task queue? As you can see, creating task queues is really easy. You will only have to think of a suitable classification for your sales and customer service teams to optimize their response. To add tasks to a queue you also have several options. One of them we already addressed when generating a task queue from the creation of a task.
But if you have many tasks and you want to organize them to attend to them consecutively, we recommend you follow the steps that we will describe below: Select all the tasks that you want to include in the queue that you will execute by clicking on the boxes on the left side Screenshot task view in HubSpot Click on “change queue” so you can add them to a specific list In the window that will open, select the most suitable task queue Screenshot change queue in HubSpot Click on save Screenshot view save queue of selected task What to do to run a task queue?
Manage Task Queues More Efficiently
When your task queue is ready, it will appear in the menu above your task lists. Screenshot of the change task queue toolbar in HubSpot Now you just have to go to the queue of tasks that you need to perform and click on “start tasks”. Screenshot Start tasks in hubspot When you start, a panel will open in which you will have access to the contact’s record, and even the tools you need to execute your task will open. HubSpot login panel screenshot Manage task queues more efficiently Creating task queues is really simple.