Bulk add tasks to contacts
Be able to add a single task but to multiple contacts, in the 'Contacts' view, the same way you can add a single category to multiple contacts.
We would like to be able to do this so we can prospect better. For example, if you have 12 sales you want your sales team to call their prospective vendors about, you would be able to get someone in the admin team to search the contacts in the street, and set up tasks for that salesperson to call their clients. Similarly for just listed and auction invitation.
Peter Walkden
shared this idea
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Neisha
commented
There's nothing more frustrating than creating a task template which needs to be added to a bulk selection of contacts and having no way to quickly to do it.
I currently would like to add a specific task to 691 records selected in my contacts, but I have no means to do so. I have to individually open each contact and assign the same task 691 times!!
Can you please help me vote for an option to assign a task IN BULK to multiple Box & Dice Contacts at the one time. This can benefit us all.Thank you