Allow Bulk Selection for "Associate With Records" in Task Creation

Now the UI only allows one by one selection.

It will be great if bulk selection based on filter criteria can be allowed.

It will also be great if "associated with records" can have an option to select all contacts based on contact owner.

 

Use case 1: Salesperson M is the contact owner of Customer A, B, C. When we create a task X for Salesperson M to execute, it's often linked to the group of customers that are under his/her care.

 

Use case 2: Following the above scenario, salesperson M is temporarily away. Company decided to let Salesperson N to take care of M's customers hence assigning task Y to N.

 

Use case 3: Assigning contacts to a task based on region, vertical, or other categories that we use to segment customers.

1 Reply
Occasional Contributor

Hope this makes sense!