Linking multiple leads / deals to single activity

Jennie Ekigbo
Jennie Ekigbo Member Posts: 4
Third Anniversary
edited July 2022 in Ideas and Product Feedback #1

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.

Tagged:
0
Up
0 votes

· Last Updated -

Comments

  • Andre Vill
    Andre Vill Member Posts: 136
    Third Anniversary 100 Comments Name Dropper 5 Likes
    edited June 2022 #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 Member Posts: 67
    25 Up Votes 10 Comments Name Dropper 5 Likes
    edited July 2022 #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 Member Posts: 4
    Third Anniversary
    edited July 2022 #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 Member Posts: 67
    25 Up Votes 10 Comments Name Dropper 5 Likes
    edited July 2022 #5
    Jennie Ekigbo said:

    @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?

  • Charlie Lehmann
    Charlie Lehmann Member Posts: 7
    Name Dropper First Comment
    #6

    @Jennie Ekigbo +1, I would really like this feature too! While we can create multiple activities, it would be more streamlined to sometimes be able to associate one activity with, for example, multiple deals.

Categories