Tasks

Hello,

How can I quickly add a task to a group of unrelated contacts that currently do not have any tasks assigned to them?

Regards

Phil

Hi @PhilMc! You can create a task for mulitple, unrelated contacts from your Contacts page. First, filter or find your contacts that you are want to create a task for - If you want to focus on contacts that all are in the US, for example, or haven’t gotten an email in a week.

Then check the box for each contact you want to set a task for, and click Create Tasks.

In the new window that pops up, enter the task type, priority, due date, etc, and hit save.

That’s it! Good luck!

Emma

Thanks Emma