How can I add an activity to multiple companies?
Pedro Vieira Posts: 1
I'd like to create an activity and apply it to multiple companies. I'd like for them to work as different activities, in which I can mark them done for each company, but it's the same command for all and on the same dates. For example: "call customer - deadline: EOM", and apply to all. Can I do that?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,242
You can do this using bulk updates and workflow automation in Pipedrive.
Another way to do it is using Make/Integromat.2