Updating Multiple Deals with a single activity.

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

Hi

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?

Thanks. 

Comments

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 953 COMMUNITY MANAGER
    First Anniversary 5 Insightfuls 5 Likes First Comment
    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 🎯