Add tasks to multiple records in bulk
Streamline your workflow by adding multiple tasks to your to-do list in one swift action.
Tasks can be added in many ways in PipelineDeals. Click here to learn more about adding tasks.
To add a task to multiple people, deals or companies at the same time:
- Filter on the Companies, Deals or People list view
- Click on the box of the record in line to select
- For bulk selection click on the box in the upper left corner of the list view
- Once all records are selected and highlighted blue, click ‘Add task’
- Add task details
Is there a way to "mass" add a to-do template to a group of People, Companies or Deals from the list view?
While you can set a default to-do template that will automatically apply to all people as they are added into the system, there is currently no way to mass add a to-do template to people after they are created.