Articles on: Prospects and Accounts

Create tasks in Bulk from the Prospects Page.

In this article, we will discuss how to create bulk tasks from the Prospects section.

As part of the new enhanced Prospects page, users can now create tasks in bulk for prospects.

Users can select prospects in Bulk and create singular tasks which aren't part of the sequence.

Please follow to steps below -

Navigate to the Prospects Page.
Select the prospects whom you want to create tasks for.
Click on the "create task" icon on the header of the page.
You will be prompted to create the type of task that you would like to create.
Please refer to the screenshots below;

Note:-  The tasks created will only be for the selected prospects and will not be part of a sequence.

Updated on: 27/06/2024

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