Clone or duplicate activity

Kelly Workman-Flood

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.

TP

Any news on this topic? Many of may activities are duplicates. This function shouldn't be difficult to implement and very helpful for users.

Babs

I asked the same thing last year. Any hope of getting this feature?

PennyK

Same, this would be a very very useful feature!

tarah.hughes

Can we please get an update on this feature? iPacket would love to be able to duplicate activities. Such a time saver.

Manuel Oliveira

Hi @tarah.hughes , we’re working on the option of creating activities in bulk. Stay tuned for more updates!

Gingadeng

@Manuel Oliveira , is there any update regarding this topic?

Manuel Oliveira

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.

Erik Lindholm

@Manuel Oliveira, does this let us copy/paste or duplicate activities?

Manuel Oliveira

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.

Guy Renko

+1 for duplicating Activities.

We have Activities to follow up on documents from contacts and reps make the follow up and then postpone the due date. This ends up looking like no activities are performed.

The proper way would be mark the activity as Done and then duplicate the activity with a new due date.