how to bulk edit contacts' activity (task section)

newuser

Hi expert,

I am new to Pipedrive, please help me out.

I have many contacts, and I am also sending physical letters to those contacts. ( I know that sending group emails can have the record) ( I am asking for my own physical letters record)

Any suggestion is appreciated. :)

The question is, how do I make the record in Activity's Task with bulk edit function?

Now I only can work one by one, a bit time-consuming.

I have attached the image

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Reeve Lui

Hello there, I've encountered a similar situation for my customers.

In your case, you need to EXPORT the companies to an excel, add the ACTIVITY type and ACTIVITY date into a column.
Then IMPORT the companies with the updated ACTIVITY type and ACTIVITY date.

The Pipedrive ID is rather important, so take note on this to make sure the activity is importing.

Hope you understand my suggestion, feel to reply here or reach out to me directly reeve@astersense.com

newuser

Hi Lui,

Thanks for the reply.

You saying create another column named activity, date.

May I have the excel with named activity type and date as example?

Not to sure how to make the corresponding block correctly.