Updating Multiple Deals with a single activity.

Alwyn Burger
Alwyn Burger Member Posts: 1
edited July 2022 in Sales CRM #1


We have instances where we discuss multiple deals in a single phone call.  We currently need to create a call activity for each deal we discuss as you cannot add multiple deals to an activity.  Anyone with a workaround to save some time?



  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 797
    500 Comments 100 Likes Second Anniversary 5 Answers
    edited May 2022 #2

    Hi @Alwyn Burger  , I have adjusted your topics so hopefully your question reaches the right audience to provide you with more insights 🎯