Need bulk edit activities capability in activity list view!
I do the majority of my work/task management using Pipedrive's activity list view, which is very helpful. A huge pain-point is that I have no way to bulk add or bulk edit activities to my leads & deals from the activity list view. Given that the bulk edit feature on the deals list page is specific to "activities," it blows my mind that this wouldn't be an option on the activities list view.
Example: I have 45 deals with an activity labeled, "4th touch email." I'm changing an automation that will make that activity irrelevant, so I want to simply select those 45 activities and bulk edit to my new activity subject line. I'm aware you can bulk edit from the deals list view, but I rarely use that view and the 45 deals I need would be very difficult to filter to find (not to mention all the extra steps).
Request: add the bulk edit activities option to the activities list page.
Comments
-
Hi,
If I am understanding this post correctly, the scenario described is possible. You can bulk edit from activities list.
See screenshot:
Editing the subject line is the first field listed in the 'Bulk Edit' window
You can't bulk add activities from activities list because in this view there is not available data in this view on where we would be assigning these activities too. They would just be multiple unassigned activities.
Although I do think we should be able to bulk add activities from either people or organization contact list view.
2 -
This is one reason why the bot chat support is not efficient. I asked my question about how to do this multiple ways and your response was significantly more helpful. This solution definitely gets me partway there. I do wish we could bulk assign/add activities from this view somehow. Thank you!
0 -
Anytime, as an Elite Pipedrive Partner I am always happy to help.
You can bulk add activities via spreadsheet import. If this is a need you have often, you can create a standard template for easy use. Importing may feel clunky at first, but it quickly becomes 2nd nature.
If you and your team are ever looking for additional support, consulting, or training - feel free to shoot me an email at franki@saashop.com or submit a contact request here.
1 -
Franki can you tell me why today all of a sudden my activies list view no longer has boxes for me to check to bulk edit? I can still check boxes in deals and contacts to bulk edit but as of today Cannot see those boxes in Activities and I make bulk edit daily. This has ruined my day as I'm editing due dates for 30-40 Activities at a time and blew my day out by 2 hours. Did use the chat bot but no reply after 3.5 hours
0 -
Bulk editing is a permission that can restricted. If you check the boxes in deals can you bulk edit or only send group emails? Also are you the Pipedrive account admin/account owner or a user within an account?
If the above proposed scenario is not the cause, clear your browser history, cookies, & cache. Restart your browser and see if problem persists. If issue persists, try is opening Pipedrive in an incognito tab or another browser and see if checkbox column is still missing.
If the above listed steps do not work, please email me and I can submit a Partner Technical Support ticket. Provide the affected user email and the Company name (as listed in Pipedrive - you can find this in the beginning of your Pipedrive URL, see screenshot below)
The first thing the support team is going to tell you to do is the steps listed above, best to get it out of the way so they can get to a deeper solution. I know clearing history, cache, and cookies can be annoying but it usually fixes the problem 90% of the time.
0
