Create Activites from Organization/People -list
When we have made a selection on what Organizations to work on, we cant create a Activity from that view, we can Export to mailshimp, send mail, even Show on map, but not Create activity. ??
It should be a standard feature according to me and seems easy enough to add.
Comments
-
Do you mean bulk adding an activity to the whole selection? Currently you can only do it one by one unfortunately or you can export contacts, add activity information and reimport it but this will only be doable for big amounts of contacts.
0 -
Mike van der Valk said:
Do you mean bulk adding an activity to the whole selection? Currently you can only do it one by one unfortunately or you can export contacts, add activity information and reimport it but this will only be doable for big amounts of contacts.
Yes, exactly - it would be so easy to add in the ability in the menu. Then we could easily create activities out of different filters depending on things like regions, latest interaction etc and -> create activity.
0 -
Mike van der Valk said:
Do you mean bulk adding an activity to the whole selection? Currently you can only do it one by one unfortunately or you can export contacts, add activity information and reimport it but this will only be doable for big amounts of contacts.
I agree! It would be wonderful to be able to select multiple contacts and add the same activity to each of them. Maybe this should be a future update of pipedrive!
0 -
Mike van der Valk said:
Do you mean bulk adding an activity to the whole selection? Currently you can only do it one by one unfortunately or you can export contacts, add activity information and reimport it but this will only be doable for big amounts of contacts.
Any news here if it was taken up to research for future implementation?
0
