PipelineDeals Help Center
Add Tasks to Multiple Companies, Deals and People
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