Logging a Direct Mail Campaign (Snail Mail)

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Steve Gentry
Steve Gentry Member Posts: 2
edited June 2022 in Sales CRM #1

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?

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 843
    5 Likes First Anniversary First Answer Combo Breaker
    edited February 2022 #2
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    You can mark each lead/deal as Sent - and then when you get updates you move the stage along 

  • Steve Gentry
    Steve Gentry Member Posts: 2
    edited December 2021 #3
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    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?

  • Jonathan Wilson_66139
    Jonathan Wilson_66139 Member Posts: 3
    First Comment
    edited January 2022 #4
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    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