After spending a great deal more time on my initial request I suppose what I really need to find is a way to add a single activity to 700+ contacts. Is there a way to select a group of contacts and link an activity to them all at once?
You can mark each lead/deal as Sent - and then when you get updates you move the stage along
Boris Tsibelman said:You can mark each lead/deal as Sent - and then when you get updates you move the stage along
Thanks Boris, but I'm a brand new user and while that sounds very simple I'm not grasping what you're saying
Would it be possible to speak by phone to walk me through this?
Interested in solving for this too, When I do a campaign and send out DirectMail to 300 Contacts, would like to be able log that easily in PipeDrive. I usually filter a list out of PipeDrive, and that gets sent to the mail house. #DirectMail #Campaign #SnailMail #MailMerge