Bulk add activities to deals in list view
Hi !
To bulk add activities to deals I currently have to export an excel and then re-import. The alternative would be creating an automation with a data field. Both of these seem like work arounds and can be time consuming.
It would be great if when filtering deals using the list view, I could add an activity similar to how the bulk edit/mailing feature already works.
e.g. I filter a group of deals, select the ones I wish to 'Edit' and have an option for 'Add activity'.
Use case examples:
1. A new product becomes available, and I want to create an activity to contact all of the customers this would be relevant for. I can then have my sales team use an activity filter and track how many of these calls are complete, and by who.
2. A group of customers in a particular pipe stage all need to provide new information about their booking with us. I want to bulk add an activity for them all so I can track who and when provides this.
Thanks for consideration!
Comments
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Great suggestion @Adam Janaway I'm going to loop our team in so they see your comment.
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Any progress on this awesome suggestion? I like my reps to have a list of cold calls they are going to make each day. If the activities were all set up in that list, it would be fantastic!
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Hello, is there any progress on this suggestion?
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hello Pipedrive, love what you have created here, Pipedrive is awesome. Can you help with this?...someone 2 months ago asked if there is any progress on this recommendation that was made 2 years ago. see previous threads.
I just had the same question myself after wanting to plan prospecting activities to bulk cold leads. I've only been using Pipedrive for about 2 months and the idea of having to make 156 singular activities that are all identical greatly reduces the value of Pipedrive
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Mike van der Valk said:
Great suggestion @Adam Janaway I'm going to loop our team in so they see your comment.
Hello Mike, I hope you are having a great day. sir, any progress on bulk activity adding for contacts and organizations?
thank you for your time and consideration.
regards,
Earl
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When I create a list of deals, I'd like to select all those deals and add activities to them in bulk. This prevents the need to click each one, one at a time, in order to create and schedule activities and assign them. HubSpot has this functionality, and also provides a way to "power dial" through each activity view. Seeing that Pipedrive hasn't made this basic feature in over 2 years makes me want to go back to HubSpot. Please provide an easier way to do this without having to upload a spreadsheet.
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As the previous comment says, "greatly reduces the value of Pipedrive". It's actually the reason that I left Pipedrive about 8 months ago....because I cannot manually change 200+ activities in each contact....that's crazy. The only reason that I am here now is to see if this was fixed...hard to believe it's not. Seems so basic. Bummer
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Hi @Eric Schmid, @Earl Childs, @Paul_76922, @Courtney Nicosia, @Adam Janaway,
Here's a quick method to do this using Pipedrive's existing capabilities:
- Create a custom field (Single Option).
- Set up an automation to create an activity when this custom field is updated to a specific value.
- Bulk edit all deals to update the custom field to this specific value.
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
Resources: 50+ Pipedrive Add-ons | Pipedrive Consulting | Pipedrive Automation Examples
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Agreed, I just uploaded 180 contacts/deals and need to assign the same task to the same person for each - I am NOT going to go into each deal to assign her a task, she'll have to figure it out some other way. Please make this a feature - I see lots of questions but no solution yet.
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@Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
Thank you, but do I really have to pay when we already pay quite handsomely for Pipedrive?
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