Create a call Queue from tasks

Updated 2 years ago by Michael McKay

Step 1: Navigate to Sales > Tasks

Step 2: Click "Add a queue"

Enter a name and click save

Step 3: Navigate to Sales -> Tasks

Step 4: Select the contact you want to add and click "Add to queue"

Select the queue you want to add the tasks to from the dropdown menu

Step 5: Click the queue

Step 6: Click "Start queue"

Step 7: Click call from browser or call from phone

Step 8: Select a call outcome and enter any notes.

Click Save call and complete task when you are finished.

Step 9: Click Next in the upper right corner to move to the next contact in the queue

Repeat steps 7-9 until you have called all the contact in the queue


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