Activities bulk edit - Project missing?

Thomas Szteliga
Thomas Szteliga Member Posts: 40 VERIFIED MEMBER
Third Anniversary 25 Up Votes 10 Comments Name Dropper
in Sales CRM #1

Hello,

is it possible to bulk assign activities to a project?

Because I see only the Deal field in the bulk-edit sidebar, and a project dropdown is missing.

I can edit each activity one by one and there is a field Deal/Project where I can add select the project or deal but I'm missing a bulk edit feature.

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Answers

  • Jared
    Jared Member Posts: 53 VERIFIED MEMBER
    5 Answers 10 Comments 5 Likes Combo Breaker
    #2

    @Thomas Szteliga , from what I have found, you are correct. There is no way to bulk edit activities in the list view and assign them to a project. I even tried to export the activities and then update them via the data import tool.

    You might be able to create an automation that will assign the activity when it is created. Can you share a screenshot?

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