Activities linked to multiple deals

Marta Bisart
Marta Bisart Posts: 3

Hello, for us it would be very useful the possibility to link one activity (like a follow up task) to multiple deals (now we can only link it to multiple people), do you know if this is in the roadmap?



0 votes

· Last Updated -


  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited May 2021 #2

    You may want to just create an automation to create multiple copies of that same task and assign them accordingly. 

  • Marta Bisart
    Marta Bisart Posts: 3
    edited May 2021 #3

    Hello! Thanks for the suggestion, but I would like the sales person to be able to decide when to assign the task to different deals, not making it automated for all of them (because most of the time we don't want it to happen, but in some specific cases we need it).