Help with automation

Zak_11697
Zak_11697 Member Posts: 1
edited July 2022 in Workflow Automation #1

Have over 300+ organisations assigned to a deactivated user which need to change ownership. I can bulk change ownership in the organised tab pretty easily, however I need to set activities for each of them. Using the automation function would allow me to do this, but this will create an activity at the same time and day for all 300+ records. Is there a way to automate the creation of activities over a range of dates and time?

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  • Inês Batata
    Inês Batata Posts: 2,209
    2500 Comments Third Anniversary 25 Likes First Answer
    edited September 2020 #2

    Hi @Zak !

    I'm not sure I understand you end goal correctly, but you can indeed create an automation that generates activities for different points in time by using the drop-down menu when creating your Activity action in the automation:

    image

    Hope that helps! If you still need help after this, please reach out to our Support Team: How can I contact Pipedrive Support?

     

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