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Need to bulk associate Activities with a Deal

brent1

Most all other CRMs have the ability to bulk associate, or edit, Activities with a specific Deal. So if I want to go back and link emails, calls, tasks, etc., to a specific deal I currently have to do it on a one by one basis. This should be an easy fix. 

45 Comentários
Metrobi
Participante

Need this, too! 

There should be a workflow that lets us associate everything (maybe based on dates) to the deals

MSchneider35
Participante

146thing this! Definitely a feature that needs to be built in. I have a sales partner not logging and we just discoverdd it. I have 3 months of emails logged to contacts and companies but not deals. Would be great to be able to click all the emails in a company or contact and then select the association rather than by email chain. 

StanBartczak
Participante | Parceiro Elite

This has been requested by our clients as well

LMcDonough6
Membro

Yes this would be great!

 

TashaDalBianco
Colaborador(a) | Parceiro Diamante

Love this idea!