Bulk Editing Next Activity Date

Levimoyers Rei
Levimoyers Rei Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

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. 

Tagged:

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    edited January 2021 #2
    1. Create a custom field (Multiple Choice preferred for reliability).
    2. Add some sample values for this custom field that would indicate a trigger.
    3. Create an automation that tests:
      1. Trigger: Deal Updated
      2. Condition: Custom Field has changed AND Custom Field = sample value
      3. Action: Create Activity with desired due date
  • Inês Batata
    Inês Batata Posts: 2,027 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2022 #3

    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?

  • Felix Röscheisen
    Felix Röscheisen Member Posts: 1 VERIFIED MEMBER
    First Comment
    edited December 2020 #4
    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

  • Inês Batata
    Inês Batata Posts: 2,027 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited December 2020 #5
    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.

This discussion has been closed.

Categories