Clone or duplicate activity
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Hello -
Wondering if there is a way to duplicate or clone an activity so that we do not have to add the people and deal name every time.
Comments
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Can we please get an update on this feature? iPacket would love to be able to duplicate activities. Such a time saver.
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Hi @tarah.hughes , we’re working on the option of creating activities in bulk. Stay tuned for more updates!
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@Manuel Oliveira , is there any update regarding this topic?
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Hi everyone, there is a new way to bulk-create activities for deals from the Deal list view. You can learn how it works here.
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@Manuel Oliveira, does this let us copy/paste or duplicate activities?
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Hi @Erik Lindholm it isn't designed for copying/pasting activities; but for creating many activities of the same type for multiple deals in one go. As an alternative, you can also bulk-create activities using a spreadsheet import.
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