Bulk edit button on deal level

Martins Olusoji
Martins Olusoji Member Posts: 2 VERIFIED MEMBER
edited July 2022 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. 

 

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  • Ségolène Decroly
    Ségolène Decroly Member Posts: 2 VERIFIED MEMBER
    edited 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.
     

  • Edie Mew
    Edie Mew Member Posts: 166 VERIFIED MEMBER
    Third Anniversary 100 Comments 25 Up Votes 25 Likes
    edited May 2022 #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 Member Posts: 2 VERIFIED MEMBER
    edited 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.

  • Ségolène Decroly
    Ségolène Decroly Member Posts: 2 VERIFIED MEMBER
    edited May 2022 #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
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