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
- Open the People, Companies, or Deals list view.
- (Optional) Use filters to narrow the list.
- 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.
- Once the records are selected, click Add task.
Need help? Contact support at customercare@pipelinecrm.com.