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:

  1. Filter on the Companies, Deals or People list view
  2. Click on the box of the record in line to select
  3. For bulk selection click on the box in the upper left corner of the list view
  4. Once all records are selected and highlighted blue, click ‘Add task
  5. Add task details

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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.

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