In Crelate, you'll have the ability to create activities for up to 25 selected contacts in bulk. You’ll be able to create activities in bulk from three main screens within Crelate outlined below.
You may select below to jump to each of the three bulk options:
- Calendar activities will NOT be available for bulk selection. More on that HERE.
- Any activity with a default activity form cannot be created in bulk. More on that HERE.
From the contacts dashboard, you’ll have the option to select multiple contacts, choose the Selected Contacts drop down, Create Activity and then choosing the Activity which you would like to create.
From a Job Dashboard, you have the option to select multiple contacts, choose which activity you would like to create for these contacts.
From within Crelate's search feature (More on Search) select and highlight multiple contact records, choose the Selected Contacts drop down, Create Activity, and then choose the Activity which you would like to create.
Of note, if more than 25 contacts have been selected you may see the below dialogue.
Once you’ve selected your contacts, you may begin creating your selected activity for these contacts