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 […]
Use the email scheduling tool to make sure your emails will be delivered at a time that’s convenient for your contacts. Send emails first thing in the morning to make sure your contacts see them when they get into work. Send emails at the end of the day to avoid interrupting your contacts’ daily schedule. […]
The steps of your sales process An automated series of emails and tasks A playlist of tasks that you can work through An outline to follow during a sales call Download HubSpot Sales Software Certification Exam Answers (PDF)