Automation of activities

Hubert Maliszewski
Hubert Maliszewski Member Posts: 1

Hi,

I've been working with Pipedrive for almost half a year and I've noticed that there is no way to mark the same activity in several clients at once.  

I must admit that such a tool would make my work much easier and faster.  

As a company, we organize sales promotions periodically and I have to mark such activities in Pipedrive, whereas I have to mark them one by one. It is impossible to unmark the same activity for all customers at once.  

I wrote to support, but there is no such possibility at the moment. Maybe you would be able to implement such a tool?

Thanks,

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Comments

  • Bobby_37242
    Bobby_37242 Member Posts: 23
    5 Up Votes First Anniversary Name Dropper Photogenic
    edited March 2022 #2

    When you say "mark", do you mean mark done?

    Use bulk editor and a filter on your activities list, filter for the activities then mark done or un-done.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,534
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited March 2022 #3

    You can use bulk actions, and filters to get what you want from Pipedrive.