Bulk Editing Next Activity Date
Hey everyone! Really excited to be here. I can feel this platform changing the effectiveness of my sales process already.
I am wondering how to Bulk Edit the Next Activity column within the list view of my pipeline. I see how to bulk edit other categories, but for some reason I do not see anywhere to bulk edit an activity/date.
I would like to select 10-20 leads and add a Call action on a specific calendar date. Is this possible? Thanks so much in advance.
Comments
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- Create a custom field (Multiple Choice preferred for reliability).
- Add some sample values for this custom field that would indicate a trigger.
- Create an automation that tests:
- Trigger: Deal Updated
- Condition: Custom Field has changed AND Custom Field = sample value
- Action: Create Activity with desired due date
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Hi @Levimoyers Rei , welcome to the Community! We're happy to see you here and delighted to hear you're already reaping some benefits. 😄
Besides @Amit Sarda 's automation suggestion, you can also create activities in bulk using a spreadsheet, see here: How can I create activities in bulk?
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Inês Batata said:
Hi @Levimoyers Rei , welcome to the Community! We're happy to see you here and delighted to hear you're already reaping some benefits. 😄
Besides @Amit Sarda 's automation suggestion, you can also create activities in bulk using a spreadsheet, see here: How can I create activities in bulk?
Dear Inês, the link to "How can I create activities in bulk?" seems to be broken. Could you re-post?
Thanks!
Felix
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Inês Batata said:
Hi @Levimoyers Rei , welcome to the Community! We're happy to see you here and delighted to hear you're already reaping some benefits. 😄
Besides @Amit Sarda 's automation suggestion, you can also create activities in bulk using a spreadsheet, see here: How can I create activities in bulk?
Thank you for the heads up @Felix Röscheisen !
I've fixed it and it should be working again now.0
