Linking multiple leads / deals to single activity

Jennie Ekigbo
Jennie Ekigbo Posts: 4
Second Anniversary

It would be great if we can link multiple leads and deals to a single activity, instead of having to create multiple activities for one person.

0
0 votes

· Last Updated -

Comments

  • Andre Vill
    Andre Vill Posts: 138
    100 Comments Second Anniversary 5 Likes First Answer
    edited June 30 #2

    Hi Jennie!

    Great suggestion! This could be a feature that can be enabled in the settings. 

    I am guessing this will be a challenge for developers to add since Activities are also connected with Persons and Organizations. This again means that a lot of other features would have to be reworked for this to work correctly. 

  • Sven Amann_76110
    Sven Amann_76110 Posts: 65
    10 Comments Name Dropper 5 Likes 5 Up Votes
    edited July 1 #3

    Hi Jennie,

    may I ask what your use case is? I initially wanted to do the same, but found that assigning on activity to each lead/deal/contact (where all activities look the same) got me all the way, because I can filter for this and get a list of all of them and I can bulk manage the activities, basically treating them as one, if I want.

    Best,
    Sven

  • Jennie Ekigbo
    Jennie Ekigbo Posts: 4
    Second Anniversary
    edited July 3 #4

    @Sven Amann Sorry I don't quite understand what you mean by use case?  I understand what you mean about assigning activities that look the same.

  • Sven Amann_76110
    Sven Amann_76110 Posts: 65
    10 Comments Name Dropper 5 Likes 5 Up Votes
    edited July 3 #5

    @Sven Amann Sorry I don't quite understand what you mean by use case?  I understand what you mean about assigning activities that look the same.

    I was wondering to what end you want to associate multiple leads/deals to the same activity. Since I found that creating „duplicate“ activities works for all our cases, I was wondering whether this is the case in your scenario as well, but couldn’t tell, because I don’t know your scenario/use case. Does that make sense?