Product Feature Request
Luke Stafford Posts: 3
Is there a way to set a group activity for a long list of clients? E.g much like sending a group email you can set a group activity rather than individually.
Andre Vill Posts: 139edited April 2022 #2
Directly like a bulk edit, is a No for now.
A workaround for this would be to make a Custom field, and make automation that adds an activity when that custom field is something that you predefine.
- Add a custom field "Potential clients to reach out to"
- Make an automation with:
- When contact is updated
- And custom field changes into "Potential Clients to reach out to"
- Create an activity "Follow up this person"
- Bulk edit all the contacts that you like and change the custom field into "Potential clients to reach out to"