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Add tasks to multiple records in bulk

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Maria Herrell
Updated 2 weeks ago
Need to follow up with a whole batch of People, Companies, or Deals? You can create one task and apply it to multiple records at once from a list view.

Add a task to multiple records
  1. Open the People, Companies, or Deals list view.
  2. (Optional) Use filters to narrow the list.
  3. Select records:
    • Click the checkbox next to a record to select it.
    • To select in bulk, click the checkbox in the upper-left of the list view.
  4. Once the records are selected, click Add task.

Need help? Contact support at [email protected].
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