Siirry sisältöön
Menu
Sinun on rekisteröidyttävä, jotta voit olla vuorovaikutuksessa yhteisön kanssa.
Tämä kysymys on merkitty
1109 Näkymät

We're building out a workflow for importing a large list of leads at once. When we import a list of leads we can apply a tag, edit a campaign, etc., but we also would like to be able to apply a pre-configured activity plan to the leads that we're importing. 

I do not see a way to bulk-apply an activity plan to leads. Even if we import leads with a campaign set - like "New Oxford Campaign" - and then go to the list view and filter to select all of the leads under this campaign, we cannot then bulk-apply an activity plan to all selected leads.


Is there a way to create a method for this? Add a button to the user interface? I also do not see this as an option when trying to create an automation. 


Any help is hugely appreciated!

Avatar
Hylkää
Aiheeseen liittyviä artikkeleita Vastaukset Näkymät Toimenpide
1
elok. 23
2335
0
kesäk. 20
3662
1
heinäk. 25
626
0
lokak. 24
1348
2
elok. 22
3905