Bulk add activities from deals filtered in list view.
To bulk add activities to deals I currently have to export an excel and then re-import. The alternative would be creating an automation with a data field. Both of these seem like work arounds and can be time consuming.
It would be great if when filtering deals using the list view, I could add an activity similar to how the bulk edit/mailing feature already works.
e.g. I filter a group of deals, select the ones I wish to 'Edit' and have an option for 'Add activity'.
Use case examples:
1. A new product becomes available, and I want to create an activity to contact all of the customers this would be relevant for. I can then have my sales team use an activity filter and track how many of these calls are complete, and by who.
2. A group of customers in a particular pipe stage all need to provide new information about their booking with us. I want to bulk add an activity for them all so I can track who and when provides this.
Thanks for consideration!
Mike van der Valk Posts: 4,043edited July 2021 #2
Great suggestion @Adam Janaway I'm going to loop our team in so they see your comment.1
Courtney Nicosia Posts: 1edited June 2021 #3
Any progress on this awesome suggestion? I like my reps to have a list of cold calls they are going to make each day. If the activities were all set up in that list, it would be fantastic!0
Paul_76922 Posts: 2edited April 2022 #4
Hello, is there any progress on this suggestion?
Earl Childs Posts: 5edited June 2022 #5
hello Pipedrive, love what you have created here, Pipedrive is awesome. Can you help with this?...someone 2 months ago asked if there is any progress on this recommendation that was made 2 years ago. see previous threads.
I just had the same question myself after wanting to plan prospecting activities to bulk cold leads. I've only been using Pipedrive for about 2 months and the idea of having to make 156 singular activities that are all identical greatly reduces the value of Pipedrive0
Earl Childs Posts: 5edited June 2022 #6Mike van der Valk said:
Great suggestion @Adam Janaway I'm going to loop our team in so they see your comment.
Hello Mike, I hope you are having a great day. sir, any progress on bulk activity adding for contacts and organizations?
thank you for your time and consideration.
Eric Schmid Posts: 2
As the previous comment says, "greatly reduces the value of Pipedrive". It's actually the reason that I left Pipedrive about 8 months ago....because I cannot manually change 200+ activities in each contact....that's crazy. The only reason that I am here now is to see if this was fixed...hard to believe it's not. Seems so basic. Bummer0
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,320edited December 2022 #8
Hi @Eric Schmid, @Earl Childs, @Paul_76922, @Courtney Nicosia, @Adam Janaway,
Here's a quick method to do this using Pipedrive's existing capabilities:
- Create a custom field (Single Option).
- Set up an automation to create an activity when this custom field is updated to a specific value.
- Bulk edit all deals to update the custom field to this specific value.
If you have any other questions or need further help, please don't hesitate to reach out.
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