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

What’s the BEST way to add people from your saved filters into a task queue? Question/Answer & Solution

  • Correct Answer : 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.

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