Add 3-4 deals/leads to one activity
HI
I would like to add 3-4 deals/leads to one activity. I aske Ai and received the answer that it´s possible, but I can´t make it, not my colleagues either. It is in this stage I would like to add a couple of deals. Thank you in advance.
Best Answers
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You will have to use the bulk edit features to do this.
If you have any other questions or need further help, please book a call.
Best,
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Hi @Mia e it is not possible to add many deals to the same activity but as suggested above, you can bulk-create identical activities for several selected deals in one go. In that case, each deal will have its own activity.
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