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.
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.
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.
@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.
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?
@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.