Bulk-create Activities for Contacts
svamann
Member Posts: 63 VERIFIED MEMBER
It would really speed us up, if we could create activities in bulk for a list of contacts. We need this, e.g., to mark contacts as recipients of a certain marketing campaign.
Currently, we
- create the filter
- export the contacts with the system ID
- open the csv/excel file to edit
- add the activity fields to the file
- reimport the file
to create an activity for each of the contacts. And we reiterate over these steps for each segment in our campaign. If we could simply select all contacts and hit "bulk-create activities", this would save us tons of time and switching between different tools.
Tagged:
7
Comments
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We really need this. It would save us precious time.
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Is someone from Pipedrive supposed to read and respond to IDEAS AND PRODUCT FEEDBACK posts?
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Wrote about a workaround in a short article.
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