Logging a Direct Mail Campaign (Snail Mail)

Steve Gentry
Steve Gentry Posts: 2
edited June 26 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?

Tagged:

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 25 #2

    You can mark each lead/deal as Sent - and then when you get updates you move the stage along 

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

    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
    edited January 12 #4

    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