PipelineDeals Help Center
Add Tasks to Multiple Companies, Deals and People
Add multiple tasks to your to-do list in one 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 that meet your criteria > (2) click on the box in the top left corner of the list view > (3) click ‘Add task’ (4) add task details.