What’s the BEST way to add people from your saved filters into a task queue?

March 28, 2022 Sara Merlin 0 Comments

Check the boxes next to each person and bulk-create a task for all of them. As you create the task, be sure to select the appropriate queue.
“Task queue” and “saved filters” are different names for the same thing.
Open each contact record and create tasks one at a time. It’s important to create the tasks individually to make sure they’re personalized.
Drag and drop people from the saved filters into the task queue.

The correct answer is:

Check the boxes next to each person and bulk-create a task for all of them. As you create the task, be sure to select the appropriate queue.

Sources: HubSpot Sales Software Course

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