Calling

How do I create a call queue in the CRM?

Last updated: May 14, 2018

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You can create a call queue in the HubSpot CRM using task queues. This queue allows you to preselect contacts that you would like to call one after another.

  • In your HubSpot account, navigate to Sales > Tasks.
  • Be sure to select the Table view at the top of the screen. Click Add a queue and then name your call queue.

  • Now that your task queue has been created, navigate to Contacts in the main navigation at the top of your screen.
  • Use the checkboxes to select the contact(s) you'd like to add to your call queue. Use the checkbox in the header row to select all of the contacts on the current page.
  • Click the More dropdown and select Create tasks.
  • Add a Title, update who the tasks are assigned to, set a due date, change the type to Call, and select the Queue you just created.
  • To view your call queue and start calling, navigate to Tasks and select your queue from the left sidebar. Click Start queue in the top right. 

  • You will then be brought to the first contact in your list. Skip this contact by clicking Skip in the upper right corner. To call, click either Call from browser or Call from phone.

  • After the call, select a call outcome and add any notes.
  • Click Save call and complete task when you are finished.

  • Click Next in the upper right corner to move to the next contact in the queue.

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