Bulk CREATE tasksSOLVE
Jun 13, 2017 8:56 AM
We should be able to select a group of contacts, and then CREATE a new task for the entire selection of contacts.
ie: I come back from a conference, I have 50 new contacts. I want to bulk create a task for all 50 contacts (instead of creating a task with each contact one-by-one-by-one-by-one-by-one)
Solved! Go to Solution.
Jun 16, 2017 5:31 PM
Hi @rdolmat, as of the latest update of the Tasks tool, it is actually possible to bulk create tasks for contacts, companies and deals in the CRM. Here is a gif illustrating this process:
Let me know if this answers your request!