Create an activity for multiple leads at once

Laurent_20570
Laurent_20570 Posts: 6
edited July 2022 in Ideas and Product Feedback #1

Hey there,

maybe this solution already exists but I wasn't able to find it within the community.

It would be great to have the ability to create an activity across all selected leads.

At the moment I have to go into every single lead and create a new activity for them which can be tedious at 150+ contacts/deals

As a specific example: I get around 150deals / week and i contact them by the mailing list system and want to create a reminder (activity in this case) to remind myself to recontact them in 3 days. But of course I dont want to repeat the process of : clicking on a deal -> creating a new acitivty -> setting up the date for the reminder or due date of that acitivty -> and saving for 150 deals.

Is that already possible and I was just not able to find it? 

Thanks in advance

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  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited February 2022 #2

    Hi @Laurent 

    Great suggestion 🚀 I wish I could do this too! I'll make sure your post is seen by our team. Thanks for sharing!

  • Felix Röscheisen
    Felix Röscheisen Posts: 2
    edited February 2022 #3

    I was also looking for such a feature – it should be possible to create an activity for any number of selected contacts. 

    When I select multiple contacts, I get a view were I can mass-manipulate contact fields – all I would need here is the possibility to create an activity that would be assigned to each of the selected contacts.

    Is this anywhere in the pipeline?

    Thanks, Felix  

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited February 2022 #4
    Felix Röscheisen said:

    I was also looking for such a feature – it should be possible to create an activity for any number of selected contacts. 

    When I select multiple contacts, I get a view were I can mass-manipulate contact fields – all I would need here is the possibility to create an activity that would be assigned to each of the selected contacts.

    Is this anywhere in the pipeline?

    Thanks, Felix  

    Hi @Felix Röscheisen it's on the backlog of ideas. At the moment we're working hard on the calendar sync and improving that. I'll point out to our team working on activities and calendar that you and Laurent would love us to focus on bulk adding activities after!

  • Laurent_20570
    Laurent_20570 Posts: 6
    edited December 2020 #5
    Felix Röscheisen said:

    I was also looking for such a feature – it should be possible to create an activity for any number of selected contacts. 

    When I select multiple contacts, I get a view were I can mass-manipulate contact fields – all I would need here is the possibility to create an activity that would be assigned to each of the selected contacts.

    Is this anywhere in the pipeline?

    Thanks, Felix  

    Thank you and your dev team for your hard work!

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