What’s the BEST way to add people from your saved filters into a task queue?
- 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.
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Sources: HubSpot Sales Software Course
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