Bulk edit button on deal level
At the moment it's only possible to bulk edit activities on de activities page. Would be great if you are able to bulk delete activities on a deal page as well.
Ségolène Decroly Posts: 2edited April 2022 #2
Thanks Martins, that would be great! We lose a lot of time to delete each activity on a deal one by one.
Martins Olusoji Posts: 2edited April 2022 #4
Hey Edie, thank you for your response and yes true but, from using the tool this still isnt as intuitive. Imo it would be easier if there is a on and off button on the deal page itself to bulk edit activities right away without having to navigate to the activities page.0
Ségolène Decroly Posts: 2edited May 2022 #5Edie Mew said:
Hey both, you can create a filter in activities. Configure the filter in the activities page, using the deal you'd like to delete loads of activities from. Then once the filter is built, you can do a bulk edit
Unfortunately we treat every customer separetely, and would still lose same amount of time to filter it in the acitivities page. Something like this would be gamechanging! It's actually a shortcut to delete the activity like this:0