Logging a Direct Mail Campaign (Snail Mail)
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?
Comments
-
You can mark each lead/deal as Sent - and then when you get updates you move the stage along
0 -
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?
0 -
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
0