Bulk edit button on deal level

Martins Olusoji
Martins Olusoji Posts: 2
edited July 27 in Sales CRM #1

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. 

 

Comments

  • Ségolène Decroly
    edited April 27 #2

    Thanks Martins, that would be great! We lose a lot of time to delete each activity on a deal one by one.
     

  • Edie Mew
    Edie Mew Posts: 146
    100 Comments First Answer 5 Up Votes 5 Likes
    edited May 3 #3

    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

  • Martins Olusoji
    Martins Olusoji Posts: 2
    edited April 29 #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.

  • Ségolène Decroly
    edited May 3 #5
    Edie 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

    Hi Edie, 

    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:

    image